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Joseph Andrew Harris

Dynamic

Camarillo, CA

Phoenix, AZ

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Current Employers
Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-02-02
  • CA RA
    APPROVED_RES
    Since 2024-02-02

Branch Locations

Camarillo, CA • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • 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
Concert Wealth Management, Inc. San Jose CA 03/2010 09/2016
Harris Accounting Corporation Camarillo CA 09/2013 Present
Dynamic Wealth Advisors Camarillo CA 01/2024 Present
  • 03/2010 → 09/2016
    Concert Wealth Management, Inc.
    San Jose, CA
  • 09/2013 → Present
    Harris Accounting Corporation
    Camarillo, CA
  • 01/2024 → Present
    Dynamic Wealth Advisors
    Camarillo, CA
Previous Registrations
  • 2010-03-16 → 2016-09-30
    Concert Wealth Management
    San Jose, CA
    Camarillo, CA
Other Businesses

OWNER, JOSEPH A. HARRIS, CPA, HARRIS ACCOUNTING CORPORATION SINCE 9/1/2013. CPA AND TAX PREPARATION. PERHAPS 40/60 HRS. WEEKLY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-31
  • S65 Uniform Investment Adviser Law Examination
    2010-01-31

View on SEC IAPD

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