DH
Daniel J. Harkins
BEDROCK ADVISORS
Edmonds, WA 98020
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CRD#: 7594951
DH
Professional summary
Daniel J Harkins is a registered financial advisor currently at BEDROCK ADVISORS located in Edmonds, Washington.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Daniel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Daniel Harkins is currently a principal owner at Bedrock CPA Group, LLC, an accounting firm in Edmonds, WA. This activity accounts for less than 10% of his time, of which no time is spent during trading hours. Daniel Harkins is a part owner of J&M Holdco, an investment holding company in Edmonds, WA. This activity accounts for less than 10% of his time, of which no time is spent during trading hours. Daniel Harkins is a part owner of Harkins Goodnow PLLC, a tax preparation firm in Edmonds, WA. This activity accounts for less than 10% of his time, of which 2 hours per week are spent during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel J Harkins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 28, 2023 - Present
BEDROCK ADVISORS
Office #1: 320 Dayton St Ste 250, Edmonds, WA 98020RIA
CRD#: 322284
Edmonds, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(2/28/2023)
Exams
Current Firm
BA
BEDROCK ADVISORS
BEDROCK ADVISORS | BEDROCK ADVISORS, LLC
CRD#: 322284 / SEC#:
Washington
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Contact information
Main Address
320 Dayton St Ste 250, Edmonds, WA 98020
Mailing Address
Phone number
(206) 915-8308
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 360,404 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/09/2025 | ||
| 10/21/2024 |
Red Flags
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