John Marvin Harper

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	American Fork	UT	07/2015	09/2018
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	09/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Idaho Falls	ID	09/2018	07/2021
Bank Of America, N.A.	Idaho Falls	ID	10/2018	07/2021
Charles Schwab & Co., Inc.	Westlake	TX	08/2021	04/2024
Charles Schwab Bank, Ssb	Westlake	TX	08/2021	04/2024
Connectus Wealth	Dallas	TX	05/2024	06/2024
Kovitz Investment Group Partners, Llc	Dallas	TX	06/2024	Present

07/2015 → 09/2018

Fidelity Brokerage Services, Llc

American Fork, UT
07/2018 → 09/2018

Fidelity Personal And Workplace Advisors

Boston, MA
09/2018 → 07/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Idaho Falls, ID
10/2018 → 07/2021

Bank Of America, N.A.

Idaho Falls, ID
08/2021 → 04/2024

Charles Schwab & Co., Inc.

Westlake, TX
08/2021 → 04/2024

Charles Schwab Bank, Ssb

Westlake, TX
05/2024 → 06/2024

Connectus Wealth

Dallas, TX
06/2024 → Present

Kovitz Investment Group Partners, Llc

Dallas, TX

2024-06-03 → 2024-12-31

Northcoast Asset Management Llc

Dallas, TX
2024-05-07 → 2024-07-25

Connectus Wealth

Dallas, TX
2021-09-07 → 2024-05-13

Charles Schwab & Co., Inc.

Westlake, TX

Phoenix, AZ
2018-10-10 → 2021-08-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bozeman, MT
2018-07-13 → 2018-10-22

Fidelity Personal And Workplace Advisors

Boston, MA
2017-03-22 → 2018-07-13

Strategic Advisers Llc

Scottsdale, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-04
S63	Uniform Securities Agent State Law Examination	2015-09-14

Other Firms