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Alex James Winslow

Harvester Wealth, LLC

Dallas, TX

CRD 2346371

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Employer firm

Harvester Wealth, LLC CRD 317746

$54.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Harvester Wealth, Llc

6301 Gaston Avenue Suite 1417, Dallas, TX 75214 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-02
  • TX RA
    APPROVED
    Since 2022-06-02

Branch Locations

6301 Gaston Avenue Suite 1417, Dallas, TX 75214 • 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
Northern Trust Bank Dallas TX 05/2004 01/2021
Northern Trust Securities, Inc. Dallas TX 05/2004 01/2021
Harvester Wealth, Llc Dallas TX 07/2021 Present
Not Employed Dallas TX 02/2021 06/2021
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-07
S63 Uniform Securities Agent State Law Examination 1993-07-29
  • S65 Uniform Investment Adviser Law Examination
    1995-04-07
  • S63 Uniform Securities Agent State Law Examination
    1993-07-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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