Archie J. Luse
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Archie John Luse, who also goes by A John Luse, John Luse, Archie John Luse, was a registered financial professional .
Archie is a previously registered financial professional and started their career in finance in 1984. Archie had worked at 12 firms and has passed the Series 63, Series 7, Series 22 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 29, 2018 - December 31, 2025
HARBOR ISLAND WEALTH MANAGEMENT
December 1, 2005 - October 31, 2006
SCF SECURITIES, INC.
January 2, 2003 - December 12, 2003
FOOTHILL SECURITIES, INC.
January 2, 2003 - December 12, 2003
FOOTHILL SECURITIES, INC.
December 31, 1997 - January 3, 2003
LPL FINANCIAL LLC
January 1, 1997 - October 11, 2017
HARBOR ISLAND WEALTH MANAGEMENT
July 2, 1991 - January 3, 2003
LPL FINANCIAL LLC
March 20, 1990 - July 8, 1991
CROWELL, WEEDON & CO.
June 26, 1989 - March 30, 1990
LEHMAN BROTHERS INC.
December 22, 1988 - July 3, 1989
NEWPORT COAST SECURITIES, INC.
November 20, 1987 - December 20, 1988
TITAN/VALUE EQUITIES GROUP, INC.
July 15, 1987 - October 10, 1987
FEDERATED SECURITIES CORP.
September 29, 1986 - August 25, 1987
INCOME PROPERTY GROUP SYNDICATIONS, INCORPORATED
March 25, 1986 - November 6, 1986
BROOKSTREET SECURITIES CORPORATION
June 26, 1984 - August 23, 1984
WILKES & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HARBOR ISLAND WEALTH MANAGEMENT
CRD#: 135856 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 500,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
