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William Harvey

Harvey Wealth Management LLC

Redwood City, CA

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Current Employers
Harvey Wealth Management Llc

Redwood City, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-06
  • CA RA
    APPROVED
    Since 2025-10-06

Branch Locations

Redwood City, CA • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2019 11/2022
Unemployed Redwood City CA 01/2019 05/2019
Super Micro Computer, Inc. San Jose CA 04/2018 01/2019
Applied Computer Solutions Inc. Santa Clara CA 01/2010 05/2018
Harvey Wealth Management Llc Redwood City CA 01/2023 Present
  • 06/2019 → 11/2022
    Edward Jones
    St Louis, MO
  • 01/2019 → 05/2019
    Unemployed
    Redwood City, CA
  • 04/2018 → 01/2019
    Super Micro Computer, Inc.
    San Jose, CA
  • 01/2010 → 05/2018
    Applied Computer Solutions Inc.
    Santa Clara, CA
  • 01/2023 → Present
    Harvey Wealth Management Llc
    Redwood City, CA
Previous Registrations
  • 2019-10-29 → 2022-12-06
    Edward Jones
    Redwood City, CA
    St Louis, MO
    Redwood City, CA
    Redwood City, CA
    Redwood City, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-02
  • S66 Uniform Combined State Law Examination
    2019-08-02
Other Names
  • William Walter Harvey

View on SEC IAPD

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