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Harrell Investment Partners, LLC CRD 299166
$662M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3814 Medical Parkway, Austin, TX 78756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 05/1998 | 12/2018 |
| Harrell Investment Partners, Llc | Austin | TX | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-27 |
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