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John Christopher D'AMelio

Harbour Investments, Inc.

Madison, WI

Edmonds, WA

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Current Employers
Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-28
  • WA RA
    APPROVED
    Since 2026-01-28

Branch Locations

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

120 5Th Ave S. #B, Edmonds, WA 98020 • 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
The Mather Group, Llc Chicago IL 05/2022 08/2024
Soundmark Wealth Management, Llc Kirkland WA 10/2014 01/2021
Soundmark Wealth Management, Llc Kirkland WA 01/2021 04/2022
Greystone Financial & Estate Services, Inc. Kirkland WA 10/2024 01/2026
Harbour Investments, Inc. Madison WI 01/2026 Present
Koenig Financial Group Edmonds WA 01/2026 Present
Previous Registrations
Other Businesses

1) Koenig Financial Group – DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-22
  • S65 Uniform Investment Adviser Law Examination
    2014-12-22
Designations
Other Names
  • John D'AMelio

View on SEC IAPD

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