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Harvest Financial Advisors, LLC CRD 145552
$671M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8840 Cincinnati-Dayton Road, West Chester, OH 45069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-31 |
| KY | RA | APPROVED | 2024-01-31 |
| OH | RA | APPROVED | 2024-01-31 |
Branch Locations
8840 Cincinnati-Dayton Road, West Chester, OH 45069 • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Cincinnati | OH | 07/2009 | 05/2018 |
| Cetera Advisors Llc | Denver | CO | 08/2019 | 12/2023 |
| Stay At Home Mother | Millford | OH | 05/2018 | 09/2019 |
| Fht Advisors | Cincinnati | OH | 05/2023 | 12/2023 |
| Harvest Financial Advisors, Llc | West Chester | OH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-09 |
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