Best Investors Account Sign in
Inactive

William Bradford Harrigan

Polaris Financial Partners, LLC

Westerville, OH

CRD 7655589

Claim This Profile
Employer firm

Polaris Financial Partners, LLC CRD 299258

$226M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Polaris Financial Partners, Llc

470 Olde Worthington Road Suite 450, Westerville, OH 43082 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-08
  • OH RA
    APPROVED
    Since 2024-11-08

Branch Locations

470 Olde Worthington Road Suite 450, Westerville, OH 43082 • 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
Superior Court Of The Virgin Islands St. Thomas VI 08/2019 01/2022
Virgin Islands Department Of Property And Procurement St. Thomas VI 01/2022 11/2022
Polaris Financial Partners, Llc Westerville OH 12/2022 Present
Taunton Trial Court Taunton MA 05/2017 08/2017
First American Title Insurance Company Scottsdale AZ 05/2018 08/2018
Law School Albuquerque NM 08/2016 05/2019
  • 08/2019 → 01/2022
    Superior Court Of The Virgin Islands
    St. Thomas, VI
  • 01/2022 → 11/2022
    Virgin Islands Department Of Property And Procurement
    St. Thomas, VI
  • 12/2022 → Present
    Westerville, OH
  • 05/2017 → 08/2017
    Taunton Trial Court
    Taunton, MA
  • 05/2018 → 08/2018
    First American Title Insurance Company
    Scottsdale, AZ
  • 08/2016 → 05/2019
    Law School
    Albuquerque, NM
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-10
S65 Uniform Investment Adviser Law Examination 2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2024-08-10
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Westerville, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor