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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris Wealth Advisors, Llc | Austin | TX | 04/2014 | Present |
1. INSURANCE LICENSED AGENT; INVESTMENT-RELATED; DEVOTES A MINIMAL AMOUNT OF TIME TOWARDS THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-06 |
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