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Harlow Wealth Management, Inc. CRD 148315
$419M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
400 East Mill Plain Blvd. Suite 200, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-29 |
Branch Locations
400 East Mill Plain Blvd. Suite 200, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Vancouver | WA | 06/2015 | 10/2016 |
| Key Investment Services | Vancouver | WA | 07/2015 | 10/2016 |
| Harlow Wealth Management, Inc. | Vancouver | WA | 12/2021 | Present |
| Banner Bank | Vancouver | WA | 09/2016 | 12/2018 |
| Tapani Construction | Vancouver | WA | 12/2018 | 09/2019 |
| Instrument Northwest | Vancouver | WA | 09/2019 | 11/2021 |
| Harlow Wealth Management, Inc | Vancouver | WA | 12/2021 | 10/2024 |
| Harlow Insurance Agency, Llc | Vancouver | WA | 10/2024 | Present |
Harlow Insurance Agency, LLC - Oct 2024 - Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-29 |
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