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Current Employers
Harbor Fort Financial Advisors Llc

St. Augustine, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-01
  • FL RA
    APPROVED
    Since 2026-05-01

Branch Locations

St. Augustine, FL • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbor Fort Financial Advisors Llc St. Agustine FL 03/2026 Present
Hagen Pay Inc. Southlake TX 03/2023 Present
283-303 East Main Street Llc Ashland OR 08/2012 Present
Deleon Trio Ventures Llc Ashland OR 08/2012 Present
  • 03/2026 → Present
    St. Agustine, FL
  • 03/2023 → Present
    Hagen Pay Inc.
    Southlake, TX
  • 08/2012 → Present
    283-303 East Main Street Llc
    Ashland, OR
  • 08/2012 → Present
    Deleon Trio Ventures Llc
    Ashland, OR
Other Businesses

1.) Hagen Pay Inc.; Non-Investment Related; Consultant; 03/2023; Approx 20% of time. 2.) 283-303 East Main Street LLC; Non-Investment Related; Managing Member; 08/2012; Approx 20% of time. 3.) Deleon Trio Ventures LLC; Investment Related; Managing Member; 08/2012; Approx 5% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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