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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
1725 Hughes Landing Blvd. Suite 1250, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Woodlands | TX | 02/1999 | Present |
| Attwood Holdings, Inc. | The Woodlands | TX | 01/2004 | Present |
| Sagepoint Financial | The Woodlands | TX | 10/2013 | 09/2023 |
| Osaic Wealth, Inc. | The Woodlands | TX | 09/2023 | Present |
HARMAN WEALTH MGT. POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 10/01/2013 ADDRESS: 1725 Hughes Landing Blvd., Suite 1250, The Woodlands TX 77380, United States DESCRIPTION: Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-09 |
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