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Danielle Dabney Harmon

Clark Asset Management, LLC

Stratham, NH

Simpsonville, SC

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Current Employers
Clark Asset Management, Llc

Stratham, NH • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-04-03
  • SC RA
    APPROVED
    Since 2026-04-03

Branch Locations

Stratham, NH • United States

Simpsonville, SC • 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
Unemployed Greenville SC 06/2014 10/2018
Clark Asset Management, Llc Stratham NH 11/2018 05/2020
Boundless Financial Services, Llc Simpsonville SC 05/2020 08/2024
Origin Financial San Francisco CA 08/2021 11/2021
Blue Trust Greenville SC 08/2024 03/2026
Clark Asset Management, Llc Stratham NH 03/2026 Present
  • 06/2014 → 10/2018
    Unemployed
    Greenville, SC
  • 11/2018 → 05/2020
    Clark Asset Management, Llc
    Stratham, NH
  • 05/2020 → 08/2024
    Boundless Financial Services, Llc
    Simpsonville, SC
  • 08/2021 → 11/2021
    Origin Financial
    San Francisco, CA
  • 08/2024 → 03/2026
    Blue Trust
    Greenville, SC
  • 03/2026 → Present
    Clark Asset Management, Llc
    Stratham, NH
Previous Registrations
  • 2020-09-04 → 2024-08-19
    Boundless Financial
    Mauldin, SC
  • 2021-09-08 → 2021-11-12
    Origin Investment Advisory Llc
    Sarasota, FL
    Simpsonville, SC
  • 2018-11-20 → 2020-06-08
    Clark Asset Management, Llc
    Simpsonville, SC
    Stratham, NH
  • 2009-04-07 → 2012-05-14
    Fintrust Investment Advisory Services, Llc
    Greenville, SC
  • 2007-10-31 → 2008-08-08
    Morgan Keegan & Company, Llc
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-29
  • S66 Uniform Combined State Law Examination
    2007-10-29
Designations
Other Names
  • Jessica Danielle Dabney
  • Danielle Dabney Harmon
  • Jessica Danielle Harmon
  • Jessica Danielle Harmon

View on SEC IAPD

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