David Orson Harris

Current Employers

Statera Wealth Management

912 W. 1600 S. St. B201, St. George, UT 84770 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-02-25

UT RA
APPROVED

Since 2025-02-25

Branch Locations

912 W. 1600 S. St. B201, St. George, UT 84770 • United States

Disclosures

2 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 Yes
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Statera Wealth Management	St. George	UT	02/2025	Present
Trek Financial	St. George	UT	02/2016	Present
World Equity Group	Arlington Heights	IL	03/2016	06/2019
Statera Financial Llc	St. George	UT	10/2024	Present

02/2025 → Present

Statera Wealth Management

St. George, UT
02/2016 → Present

Trek Financial

St. George, UT
03/2016 → 06/2019

World Equity Group

Arlington Heights, IL
10/2024 → Present

Statera Financial Llc

St. George, UT

Previous Registrations

2016-03-04 → 2025-05-20

Trek Financial

St George, UT

Scottsdale, AZ

St. George, UT
2011-02-23 → 2016-03-10

Mml Investors Services, Llc

St. George, UT

Cedar City, UT

St. George, UT

Other Businesses

Statera Financial LLC. Investment Related. St George, UT. Insurance Agent. Start 10/2024. Selling insurance products. 15/hours month HC Holdings. Not Investment Related. St. George, UT. Rental Property. Owner. Start 1/2018. 1 hour per month during trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-03-13

S66 Uniform Combined State Law Examination

2010-03-13

Designations

Other Names

David O Harris

View on SEC IAPD