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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-18 |
Branch Locations
1345 Sixth Ave 2Nd Floor, New York, NY 10105 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Counsel Fiduciary, Llc | New York | NY | 06/2006 | Present |
| Wealthcare Advisory Partners Llc Dba Counsel Fiduciary, Llc | New York | NY | 12/2024 | Present |
1) Ms. Harmon has served as an Investment Advisor Representative for Counsel Fiduciary, LLC (CRD #139948) since 04/2021. She will be maintaining this dual registration for transitional purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-20 |
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