DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Harvest Investment Services, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Michael Anthony CorriganHarvest Investment Services, LLC independent RIASimplicity Wealth mixed wealthRIA to RIAJul 27, 2026Jul 27, 2026
Eric Wimer SchlosserHarvest Investment Services, LLC independent RIAEnvoy Advisory Inc. independent RIARIA to RIAJun 18, 2025Apr 7, 2022
Josiah Franklin DefordHarvest Investment Services, LLC independent RIAKisher Capital, LLC state registeredRIA to a state-registered adviserJun 18, 2025Jun 17, 2025
Galo BacaHarvest Investment Services, LLC independent RIAEnvoy Advisory Inc. independent RIARIA to RIAFeb 6, 2025Feb 7, 2023
James Lee WisdomHarvest Investment Services, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIADec 23, 2024Dec 22, 2025 (364 d)
Bryan John EricksonHarvest Investment Services, LLC independent RIAEversource Wealth Advisors, LLC independent RIARIA to RIADec 16, 2024Aug 25, 2025 (252 d)
Mark David KermanHarvest Investment Services, LLC independent RIARcm Wealth Advisors mixed wealthRIA to RIADec 31, 2023Nov 27, 2024 (332 d)
Vincent Charles BaroldiHarvest Investment Services, LLC independent RIABaroldi Gundersen Financial Advisors LLC independent RIARIA to RIADec 23, 2021May 9, 2022 (137 d)
Michael James GoodHarvest Investment Services, LLC independent RIAWdc Advisors, LLC unclassifiedOtherDec 9, 2021Oct 1, 2020
Jonathan Paul GoodHarvest Investment Services, LLC independent RIAWdc Advisors, LLC unclassifiedOtherJun 10, 2021Oct 1, 2020
James Daniel GoodHarvest Investment Services, LLC independent RIAWdc Advisors, LLC unclassifiedOtherMay 24, 2021Oct 1, 2020
Donald Gordon FlennikenHarvest Investment Services, LLC independent RIAClear Creek Financial Management, LLC independent RIARIA to RIAMar 1, 2021Jan 1, 2026 (1767 d)
Dennis M ProstHarvest Investment Services, LLC independent RIAPvg Asset Management Corp independent RIARIA to RIAFeb 6, 2020Feb 11, 2020
Jeremiah Eli PattersonHarvest Investment Services, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 15, 2020Feb 20, 2025 (1863 d)
John Kenneth MatthewsHarvest Investment Services, LLC independent RIAIron River Capital LLC state registeredRIA to a state-registered adviserJan 2, 2020Jan 22, 2020
Christopher Craig JahntzHarvest Investment Services, LLC independent RIAFirst Advisors National, LLC independent RIARIA to RIASep 14, 2018Oct 9, 2018
Franklin Joe GarciaHarvest Investment Services, LLC independent RIAHamilton-Bates Investment Research, Inc. otherOtherJul 26, 2018Nov 5, 2025 (2659 d)
Darren Singh Vera CruzHarvest Investment Services, LLC otherHamilton-Bates Investment Research, Inc. otherOtherNov 17, 2017Nov 5, 2025 (2910 d)
David W ConardHarvest Investment Services, LLC otherFirst Advisors National, LLC otherOtherNov 22, 2016Nov 28, 2016
Kevin Charles SandersHarvest Investment Services, LLC otherAe Wealth Management, LLC otherOtherNov 22, 2016Nov 18, 2016
Amanda Marie CzosekHarvest Investment Services, LLC otherAe Wealth Management, LLC otherOtherNov 22, 2016Nov 18, 2016
Harry Tuller JohnsonHarvest Investment Services, LLC otherCalton & Associates, Inc. otherOtherDec 31, 2015Feb 24, 2017 (421 d)
Brian Allen PeardonHarvest Investment Services, LLC otherCambridge Investment Research Advisors, Inc. otherOtherDec 11, 2014Aug 18, 2014
Andrew John MccauslandHarvest Investment Services, LLC no RAUMAusdal Financial Partners, Inc. otherOtherMar 15, 2012Feb 16, 2012
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24 moves match.