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Richard Kent Baird

Harborview Asset Management LLC

Gig Harbor, WA

St. George, UT

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Current Employers
Harborview Asset Management Llc

7201 Pioneer Way Ste B202, Gig Harbor, WA 98335 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-10-08
  • UT RA
    APPROVED
    Since 2024-10-08

Branch Locations

7201 Pioneer Way Ste B202, Gig Harbor, WA 98335 • United States

St. George, UT • 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
Yellowstone Partners, Llc Park City UT 01/2010 04/2017
Holly Street Wealth Advisors St. George UT 04/2017 09/2017
Drive Wealth Management, Llc Lehi UT 09/2017 09/2024
Harborview Asset Management Llc St. George UT 09/2024 Present
  • 01/2010 → 04/2017
    Yellowstone Partners, Llc
    Park City, UT
  • 04/2017 → 09/2017
    Holly Street Wealth Advisors
    St. George, UT
  • 09/2017 → 09/2024
    Drive Wealth Management, Llc
    Lehi, UT
  • 09/2024 → Present
    Harborview Asset Management Llc
    St. George, UT
Previous Registrations
  • 2017-10-16 → 2024-12-16
    Drive Wealth Advisers
    St. George, UT
    Lehi, UT
  • 2010-08-04 → 2017-10-11
    Yellowstone Partners
    Park City, UT
  • 2017-04-10 → 2017-09-29
    Holly Street Wealth Advisors
    St. George, UT
    Pasadena, CA
  • 2008-03-27 → 2009-12-31
    Wind River Advisors, L.L.C.
    Idaho Falls, ID
  • 2004-07-28 → 2005-05-10
    Zions Capital Advisors, Inc.
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-07
  • S65 Uniform Investment Adviser Law Examination
    1996-11-07
Designations
Other Names
  • Rick Baird
  • Richard K Baird

View on SEC IAPD

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Other Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA
SOWELL MANAGEMENT · Gig Harbor, WA
CONESTOGA WEALTH PARTNERS · GIG HARBOR, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
INTEGRATED WEALTH CONCEPTS LLC · GIG HARBOR, WA

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