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8840 Cincinnati-Dayton Road, West Chester, OH 45069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-04-14 |
Branch Locations
8840 Cincinnati Dayton Rd., West Chester, OH 45069 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Financial Advisors | West Chester | OH | 05/2021 | Present |
| Unemployed | Estero | FL | 01/2011 | 01/2019 |
| Legacy Family Office, Llc | Estero | FL | 01/2019 | 12/2020 |
| Unemployed | Estero | FL | 12/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-13 |
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