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Safe Harbor Fiduciary, LLC CRD 169659
$130M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
700 South Palafox Street Suite 300, Pensacola, FL 32502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-12 |
| AL | RA | APPROVED | 2024-02-21 |
Branch Locations
700 South Palafox Street Suite 300, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | San Antonio | TX | 08/2018 | 12/2023 |
| Home Depot | San Antonio | TX | 03/2017 | 08/2017 |
| Unemployed | Overland Park | KS | 11/2016 | 02/2017 |
| Syntel Inc | Lees Summit | MO | 10/2015 | 11/2016 |
| Safe Harbor Fiduciary, Llc | Pensacola | FL | 01/2024 | Present |
| Ameriprise Financial Services, Llc | Milton | FL | 12/2020 | 12/2023 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 06/2017 | 07/2018 |
| Karl Hanna, Sole Proprietor | Pensacola | FL | 09/2020 | Present |
Karl Hanna, Sole Proprietor; Yes; Pensacola, FL; Insurance services; Insurance Agent; 09/2020; 1/MO; 0/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
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