Clint Lee Harris

Current Employers

Employment History

• 12/2009 → 08/2017
  Bank Of America, N.A.
  Shreveport, LA
• 08/2017 → 08/2025
  Lpl Financial, Llc
  Shreveport, LA
• 08/2017 → 08/2025
  Newedge Advisors, Llc (Gwm Advisors, Llc)
  Shreveport, LA
• 08/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Shreveport, LA

Previous Registrations

• 2017-08-15 → 2025-08-06
  Newedge Advisors
  Shreveport, LA
  Shreveport, LA
  New Orleans, LA
• 2009-06-12 → 2017-08-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA

Other Businesses

1. 08/10/2017 - BO HARRIS WEALTH MANAGEMENT/ DBA for LPL Business (entity for LPL business)/ 100%/ Shreveport, LA 2. 08/10/2017 - H2M VENTURE, LLC/ BUSINESS OWNER/ 0%/ HOUSTON, LA. 3. 8/30/2017 - GWM Advisors, LLC - DBA: (Hybrid) Bo Harris Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 8/10/2017 - 132 Hours Per Month/33 Hours During Securities Trading - Time Spent 82%. 4. 02/27/2018 - Bo Harris Wealth Management - DBA: (Hybrid) Goss Advisors - Investment related - At reported business location(s) - Registered Investment Advisor DBA - IAR - 160 hrs/mo - 140 hrs during trading. 5. 09/12/2019 - Bo Harris Wealth Management - Investment related - At reported business location(s) - Non-Variable Insurance - start date:09/04/2019 - 20 hrs/mo - 15 hrs during trading. 6. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 8/10/2017 - 132 Hours Per Month/33 Hours During Securities Trading - Time Spent 82% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 08/2017. I expect to spend approximately 132 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 09/08/2023 - NFLPLA - representative - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date 09/08/2023 - 10 Hours Per Month/ 5 Hours During Trading 8. 06/14/2024 - BioWerX - Non-Inv Related - Bossier City, LA - Other - Independent Contractor - Referral Agent - Started: 5/30/2024 - 6 Hrs/Mo; 2 Hrs During Trading. 9. 12/31/2023 - Friends of LPB - Charity/Fundraising - Chairman of the Board - 6 hours per month are spent on this activity. Not investment Related. 10. 11/11/2024 - Louisiana Education Television Authority - Non-Profit-Board President - Represents friends of Louisiana Public Broadcasting on this board -1 Hour is devoted to this activity during trading hours. Not Investment Related. 11. 11/11/2024 - Foundation for Excellence in Louisiana Public Broadcasting - Non-Profit - Board Member - 1 hours is devoted to this activity during trading hours. Not Investment Related. 12. NFL PLAYERS NETWORK; NOT INV RELATED; WASHINGTON, DC ; PROMOTE AND SUPPORT BUSINESSES; REFERRAL AGENT ; START DATE: 08/19/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-07
• S63 Uniform Securities Agent State Law Examination
  1996-10-14

Other Names

• Bo Harris