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Lisa Lea Wilkins Donnelley

Harris Wealth Management, LLC

Twin Falls, ID

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Current Employers
Harris Wealth Management, Llc

161 5Th Avenue S Suite 200, Twin Falls, ID 83301 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-01-22
  • ID RA
    APPROVED
    Since 2024-01-22

Branch Locations

161 5Th Avenue S Suite 200, Twin Falls, ID 83301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sage Asset Management Llc Twin Falls ID 10/2001 Present
Harris Cpas Twin Falls ID 10/2021 Present
Ataraxis Accounting & Advisory Services, Chtd. Twin Falls ID 01/1982 10/2021
  • 10/2001 → Present
    Sage Asset Management Llc
    Twin Falls, ID
  • 10/2021 → Present
    Harris Cpas
    Twin Falls, ID
  • 01/1982 → 10/2021
    Ataraxis Accounting & Advisory Services, Chtd.
    Twin Falls, ID
Other Businesses

HARRIS CPAS, ACCOUNTING AND PERSONAL FINANCE, 160 HOURS PER MONTH DURING TRADING HOURS

Designations

View on SEC IAPD

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