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6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-18 |
Branch Locations
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grade School | Long Beach | CA | 09/2011 | 06/2018 |
| University Of San Diego | San Diego | CA | 08/2018 | 05/2023 |
| Global Equity Finance | San Diego | CA | 03/2023 | 08/2023 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 12/2023 | 04/2026 |
| Unemployed | San Diego | CA | 09/2023 | 11/2023 |
| Dunham & Associates Investment Counsel, Inc | San Diego | CA | 04/2026 | Present |
THE FOLLOWING ARE CONSIDERED INVESTMENT-RELATED ACTIVITIES SINCE THE INDIVIDUAL IS ASSOCIATED WITH (I) AN INVESTMENT COMPANY AND (II) ONE OR MORE OF THE ENTITIES THAT PROVIDE INVESTMENT ADVICE RELATED TO SECURITIES AND/OR REAL ESTATE. 1) CASE SOLUTIONS MANAGER, DUNHAM TRUST COMPANY ("DTC") FROM APRIL 2026 TO PRESENT. MR. HARVEY SERVES AS A CASE SOLUTIONS MANAGER ON BEHALF OF DTC, AN AFFILIATED ENTITY OF DAIC. HIS RESPONSIBILIES INCLUDE RELATIONSHIP MANAGEMENT, MARKETING AND PRODUCT EDUCATION OF DTC CASH, A CASH SOLUTION OFFERED BY DTC. DTC IS LOCATED AT 50 N. SIERRA ST #201, RENO, NV. 89501.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-15 |
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