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Current Employers
Harbour Wealth Management Group, Inc.

126 Seven Farms Drive Ste 150, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-05-22
  • SC RA
    APPROVED
    Since 2024-05-22

Branch Locations

126 Seven Farms Drive Ste 150, Daniel Island, SC 29492 • 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
Gordon's Of Mandeville Mandeville LA 02/2016 05/2017
Brown Eyed Girl Boutique Mandeville LA 06/2017 05/2018
New Covenant Presbyterian Weekday School Mandeville LA 06/2018 07/2022
Sewanee Data Institute Sewanee TN 06/2021 12/2021
Shenanigans Sewanee TN 01/2022 04/2022
Lumiere Sewanee TN 03/2023 06/2023
Monteagle Sunday School Assembly Monteagle TN 06/2023 08/2023
Harbour Wealth Management Group, Inc. Daniel Island SC 10/2023 Present
Sewanee: The University Of The South Sewanee TN 08/2019 05/2023
Extended Travel Edinburgh 08/2022 12/2022
Waitr Covington LA 05/2019 08/2019
M Holdings Securities, Inc Portland OR 11/2023 Present
  • 02/2016 → 05/2017
    Gordon's Of Mandeville
    Mandeville, LA
  • 06/2017 → 05/2018
    Brown Eyed Girl Boutique
    Mandeville, LA
  • 06/2018 → 07/2022
    New Covenant Presbyterian Weekday School
    Mandeville, LA
  • 06/2021 → 12/2021
    Sewanee Data Institute
    Sewanee, TN
  • 01/2022 → 04/2022
    Shenanigans
    Sewanee, TN
  • 03/2023 → 06/2023
    Lumiere
    Sewanee, TN
  • 06/2023 → 08/2023
    Monteagle Sunday School Assembly
    Monteagle, TN
  • 10/2023 → Present
    Daniel Island, SC
  • 08/2019 → 05/2023
    Sewanee: The University Of The South
    Sewanee, TN
  • 08/2022 → 12/2022
    Extended Travel
    Edinburgh
  • 05/2019 → 08/2019
    Waitr
    Covington, LA
  • 11/2023 → Present
    M Holdings Securities, Inc
    Portland, OR
Other Businesses

1) Licensed Insurance Agent; Investment-related; 126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492; Insurance Sales; Implementation of Insurance Recommendations; Approx. 5% of time during the month 2) Martha Clark is dually registered with Harbour Wealth Management Group, Inc. ("HWMG") and M Holdings Securities, Inc. ("M Holdings"). Ms. Clark has served as an investment advisor representative for HWMG since 05/2024 and as a registered representative with M Holdings since 03/2024. Business is conducted from 126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492. Approximately 90% of Ms. Clark's time is for services as an investment advisor representative and the balance as a registered representative. 3. Harbour Wealth Management Group; 126 Seven Farms Dr. Ste 150 Charleston, SC 29492; Investment Advisory Representative (IAR of Hybrid RIA); Investment related; Wealth Advisor; help bring in new business and maintain existing business through investing, financial planning, and operations; 10/16/2023; 160 hr/mo; 130 hr/mo during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-03
  • S66 Uniform Combined State Law Examination
    2024-05-03

View on SEC IAPD

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