Danielle D. Harmon
CRD#: 5253310
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.
Danielle Dabney Harmon, CFP®, who also goes by Jessica Danielle Dabney, Jessica Danielle Harmon, was a registered financial professional .
Danielle is a previously registered financial professional and started their career in finance in 2007. Danielle had worked at 7 firms and has passed the Series 66 and Series 7 exams.
Biography
Danielle Harmon, CFP® is the founder of Boundless Financial Services, LLC, a firm that provides financial coaching and financial planning services to busy families and small business owners. Danielle has worked in the financial services industry since 2006. She is a member of Kingdom Advisors, AFCPE and Fee-Only Network and has been a Certified Financial Planner™ Professional since 2017.
Question & Answer
What are your service offerings?
Retirement Planning
Budgeting
Small Business Planning
Education Planning
Investment Planning
Debt Management
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
Are you a "fiduciary"?
No
Aliases
Jessica Danielle Dabney | Jessica Danielle Harmon
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Boundless Financial Services, LLC; Investment-Related; Simpsonville, South Carolina; Investment Adviser; Investment Adviser Representative; June 2020; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Past
September 8, 2021 - November 12, 2021
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
SIMPSONVILLE, SC
Past
September 4, 2020 - August 19, 2024
BOUNDLESS FINANCIAL
RIA
CRD#: 309807
MAULDIN, SC
Past
November 20, 2018 - June 8, 2020
CLARK ASSET MANAGEMENT, LLC
RIA
CRD#: 284480
Simpsonville, SC
Past
January 24, 2013 - May 27, 2014
TRIAD ADVISORS LLC
BD
CRD#: 25803
GREENVILLE, SC
Past
April 7, 2009 - May 14, 2012
FINTRUST INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 139887
GREENVILLE, SC
Past
April 7, 2009 - May 14, 2012
FINTRUST BROKERAGE SERVICES, LLC
BD
CRD#: 41608
GREENVILLE, SC
Past
October 31, 2007 - August 8, 2008
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
GREENVILLE, SC
Past
June 14, 2007 - August 8, 2008
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
GREENVILLE, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
68 Harrison Avenue Ste 605 Pmb 50966, Boston, MA 02115-1929
Mailing Address
Phone number
(617) 227-3825
Established
Firm type
Fiscal year end
# of Employees
162
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,776 |
| AUM (Assets Under Management) | $ 2,147,404 |
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.
