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Current Employers
Harvest Portfolio Management, Llc

Isle Of Palms, SC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-12-19
FL RA APPROVED 2024-12-18
MI RA APPROVED 2024-08-20
  • SC RA
    APPROVED
    Since 2024-12-19
  • FL RA
    APPROVED
    Since 2024-12-18
  • MI RA
    APPROVED
    Since 2024-08-20

Branch Locations

North Fort Myers, 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
Guardian Life Insurance Company Of America Fort Myers FL 05/2004 08/2019
Park Avenue Securities Fort Myers FL 05/2004 08/2019
Peak Brokerage Services, Llc Palm Beach Gardens FL 08/2019 08/2024
Blackridge Asset Management, Llc Williamsville FL 08/2019 08/2024
Harvest Portfolio Management, Llc North Fort Myers FL 08/2024 07/2025
Intentional Funds New York NY 07/2025 Present
  • 05/2004 → 08/2019
    Guardian Life Insurance Company Of America
    Fort Myers, FL
  • 05/2004 → 08/2019
    Park Avenue Securities
    Fort Myers, FL
  • 08/2019 → 08/2024
    Peak Brokerage Services, Llc
    Palm Beach Gardens, FL
  • 08/2019 → 08/2024
    Williamsville, FL
  • 08/2024 → 07/2025
    North Fort Myers, FL
  • 07/2025 → Present
    Intentional Funds
    New York, NY
Previous Registrations
Other Businesses

1) Business Entity: Coldwell Banker; Business Activity: Real Estate; Address: Cape Coral, FL; Duties of position: Buy and Sell real estate; Title: Realtor; Start Date: 12/2022; Approx. # of hours per month spent on activity: 15; Approx. # of hours spent during trading hours: 15 2) Business Entity: Guardian Life Insurance; Business Activity: Life Insurance; Address: New York; New York; Duties of Position: Service Insurance Contracts; Title: Field Rep; Start Date: 03/2004; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-13
S65 Uniform Investment Adviser Law Examination 1994-05-13
  • S63 Uniform Securities Agent State Law Examination
    1994-05-13
  • S65 Uniform Investment Adviser Law Examination
    1994-05-13
Other Names
  • Jeanne Lou Sprague
  • Jeanne Lou Hill-Pall
  • Jeanne Lou Hill

View on SEC IAPD

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