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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-30 |
Branch Locations
2565 West Maple Rd, Troy, MI 48084 • United States
8 Dapple Gray Ct, Simpsonville, SC 29680 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2014 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2017 |
| Berthel Fisher & Company Financial Services, Inc. | Corona | NY | 01/2017 | 08/2021 |
| Bfc Planning, Inc. | Corona | NY | 01/2017 | 08/2021 |
| Scf Securities, Inc | Fresno | CA | 08/2021 | 04/2024 |
| Scf Investment Advisors, Inc | Fresno | CA | 08/2021 | 04/2024 |
| Secure Asset Management, L.L.C. | Simpsonville | SC | 04/2024 | Present |
HARRISON FINANCIAL - INVESTMENT RELATED - Simpsonville, SC - DBA - OWNER / FINANCIAL ADVISOR - START 01/2017 - 140 HOURS/MONTH, 100 DURING TRADING HOURS - MANAGE ASSETS, PROVIDE ADVICE, PERFORM STANDARD DUTIES AS A FINANCIAL ADVISOR;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
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