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Isle Of Palms, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-04 |
| FL | RA | APPROVED | 2025-06-09 |
| SC | RA | APPROVED | 2025-06-09 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliance Trust Company Of Delaware | West Palm Beach | FL | 08/2016 | 05/2018 |
| Harvest Portfolio Management, Llc | Wellington | FL | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-12 |
| S66 | Uniform Combined State Law Examination | 2005-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-30 |
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