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David Andrew Harry

Simplicity Wealth

Snohomish, WA

Summit, NJ

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-14
  • WA RA
    APPROVED
    Since 2026-07-14

Branch Locations

Snohomish, WA • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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
Dtm3 Corporation Snohomish WA 09/2009 Present
Simplicity Wealth Summit NJ 07/2026 Present
Dtm3 Advisors Snohomish WA 07/2026 Present
Previous Registrations
Other Businesses

David Andrew Harry; investment related; 21101 121st Ave SE, Snohomish, WA 98296; Registered Insurance Agent; 07/2026; approximate number of hours/month you devote to the other business 20; Annuity and Life Insurance for my private clients. DTM3 ADVISORS; investment related; 21101 121st Ave SE, Snohomish, WA 98296; Insurance Sales; 07/2026; approximate number of hours/month you devote to the other business 20; Annuity and Life Insurance for my private clients. DTM3 Corporation; investment related; 21101 121st Ave SE, Snohomish, WA 98296; Insurance Sales; 09/2009; approximate number of hours/month you devote to the other business 20; Annuity and Life Insurance for my private clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-16
  • S65 Uniform Investment Adviser Law Examination
    2010-11-16

View on SEC IAPD

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