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Midlothian, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-17 |
| MD | RA | APPROVED | 2023-06-08 |
| MI | RA | APPROVED | 2021-06-08 |
Branch Locations
3940 Peninsular Dr Se, Ste 230, Grand Rapids, MI 49546 • United States
Midlothian, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2013 | 03/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2013 | 03/2018 |
| Camelot Advisors Llc D/B/A Harmon Wealth Management | Grand Rapids | MI | 03/2018 | 06/2021 |
| Retirement Capital Planners, Llc | Glen Allen | VA | 06/2021 | Present |
1) JOE HARMON, GRAND RAPIDS, MI 49546, BAGPIPER SINCE 11/1/13, SPENDS 2 HR/WK, 1 DURING TRADING. 2) INSURANCE ADVICE AND SALES. MR. HARMON IS LICENSED TO SELL INSURANCE PRODUCTS AND HE WILL SPEND APPROXIMATELY 50% OF HIS TIME ON INSURANCE RELATED ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-02 |
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