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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-04-24 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
4100 Corporate Center Dr Suite 405, Springdale, AR 72762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris Insurance & Financial Services, Llc | Fort Smith | AR | 01/2019 | Present |
| Performance Improvement Link, Llc | Springdale | AR | 10/2013 | 12/2024 |
| Cornerstone Advisors Llc | Fayetteville | AR | 08/2019 | 04/2025 |
| Harris Wealth Management | Fayetteville | AR | 04/2025 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 04/2025 | Present |
1. Emma Opportunity II; Partner/Member; Investment related: No; 308 W. EMMA AVE SPRINGDALE AR 72762 ; Responsibilities Duties: none; Start date: 2021-12-06; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Tom Lundstrum; Ownership 4.81%. 2. Emma Opportunity, LLLP; Partner/Member; Investment related: No; 417 MAPLE AVE, SUITE 201 Springdale AR 72764; Private Investment Group; Responsibilities Duties: none; Start date: 2019-06-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Tom Lundstrum; Ownership 5.63%. 3. Big Emma QOF, LLC: Investment Group, Partner/Member; 407 MAPLE AVE, Springdale AR 72764; Private Investment Group; Responsibilities Duties: none; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Tom Lundstrum; Investment related: Yes. 4.Park Street Opportunity LLC; Member; Investment related: No; 3409 E FREDERICKSBURG CIRCLE, FAYETTEVILLE AR 72703; Responsibilities Duties: none; Start date: 2019-12-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Don Harris; Ownership 22.83%. 5. GT Finance, LLC; Member; Investment related: No; 506 W LIBERTY AVENUE TONTITOWN AR 72762; Responsibilities Duties: none; Start date: 2021-01-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2; Contact person at the organization: Theresa Moore; Ownership 20%. 6. H3O Investments, LLC; Member; Investment related: No; 3409 E FREDERICKSBURG CIRCLE, FAYETTEVILLE AR 72703; Responsibilities Duties: Vice President/ Treasurer; Start date: 2016-01-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 20; Contact person at the organization: Don Harris; Ownership 33.33%. 7. Harris Insurance & Financial Services, LLC: co-owner, Vice President and licensed insurance agent; start date 01/2019. Company offers life, fixed and health insurance. Gary is not actively engaged in selling insurance but maintains his insurance license in case its needed for the company. Time spent: 1 hour per month, 0 during trading hours. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-10 |
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