Carli Jean Harvey

Current Employers

Employment History

• 07/2014 → 05/2019
  The Hershey Company
  Hershey, PA
• 06/2019 → Present
  Kdp Llp
  Medford, OR
• 09/2019 → 10/2019
  1St Global Capital Corp.
  Medford, OR
• 07/2020 → 09/2025
  Avantax Investment Services, Inc.
  Medford, OR
• 07/2020 → 09/2025
  Avantax Advisory Services
  Medford, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Boise, ID
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-07-21 → 2025-09-05
  Avantax Advisory Services
  Boise, ID
  Medford, OR

Other Businesses

1) KDP WEALTH MANAGEMENT, LLC POSITION: Wealth Management Specialist NATURE: This is the wealth management company associated with the CPA firm I work for. We partner with 1st Global. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/03/2019 ADDRESS: 841 O'Hare Parkway Ste. 200, Medford OR 97504, United States DESCRIPTION: Wealth Management Specialist my job is to support the financial adviser to the best of my abilities and to learn the industry and train under the financial adviser. 2) KDP WEALTH MANAGEMENT/ CARLI HARVEY - INDEX ANNUITIES POSITION: Agent NATURE: Indexed Annuity business for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 01/03/2022 ADDRESS: 841 O'Hare Parkway Ste. 200, Medford OR 97504, United States DESCRIPTION: Provide index annuity solutions when in the clients highest and best good. 3) ROGUE VALLEY FARM TO SCHOOL POSITION: Board Member NATURE: Volunteering at local eventsAttending board meetingshelping to grow awareness of the organizations mission and values INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: PO Box 898, Ashland OR 97520, United States DESCRIPTION: Attend monthly board meetings help with fundraisers and other volunteer events 4) SOUTHERN OREGON ESTATE PLANNING COUNCIL POSITION: Board Member NATURE: Provide a educational speakers and networking events centered around estate planning for the southern Oregon area and professionals in industry specifically Estate attorneys, Wealth Advisors, CPAs, and charitable giving advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: PO Box 223, Medford OR 97501, United States DESCRIPTION: Help organize events, grow membership, and help attain a speaker line up for events.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-21

Designations

Other Names

• Carli Jean Sash
• Carli Sash
• Carli Harvey