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Current Employers
Harmony Asset Management Llc

16220 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-21
AZ RA APPROVED 2018-06-14
  • FL RA
    APPROVED
    Since 2025-11-21
  • AZ RA
    APPROVED
    Since 2018-06-14

Branch Locations

16220 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States

Yulee, FL • 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
Harmony Asset Management Scottsdale AZ 01/2018 Present
Thunderbird School Of Global Management Glendale AZ 07/2016 12/2017
Unemployed Phoenix AZ 12/2017 01/2018
Intel Corporation Chandler AZ 04/2018 10/2024
Intel Corporation Chandler AZ 05/2017 08/2017
  • 01/2018 → Present
    Harmony Asset Management
    Scottsdale, AZ
  • 07/2016 → 12/2017
    Thunderbird School Of Global Management
    Glendale, AZ
  • 12/2017 → 01/2018
    Unemployed
    Phoenix, AZ
  • 04/2018 → 10/2024
    Intel Corporation
    Chandler, AZ
  • 05/2017 → 08/2017
    Intel Corporation
    Chandler, AZ
Other Businesses

Yulee Health LLC 86036 Red Holly Pl Yulee FL 32097 Manager Medical Device Sales Not Investment Related Since 08/01/2024 Insurance Licensed Life and Health

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-19
  • S65 Uniform Investment Adviser Law Examination
    2018-04-19

View on SEC IAPD

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