RIA Intelligence

HARMONY WEALTH PARTNERS LLC

Legal name: HARMONY WEALTH PARTNERS

CRD #330544 SEC #801-130381 BOSTON, MA (617) 800-0388
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Dunlap, Thomas, VincentIPARTNERNA
Dunlap, Thomas, VincentIPARTNERNA
Dunlap, Thomas, VincentIPARTNERNA
Dunlap, Thomas, VincentIPARTNERNA
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
MANNIX, JOHN, LEONARDICHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
MORSE, MATTHEW, STEPHENICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
MORSE, MATTHEW, STEPHENICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
MORSE, MATTHEW, STEPHENICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
DELLAROCCA, KIMBERLY, BETHIPRESIDENTB
DELLAROCCA, KIMBERLY, BETHIPRESIDENTB
DELLAROCCA, KIMBERLY, BETHIPRESIDENTB
DELLAROCCA, KIMBERLY, BETHIPRESIDENTB
MORSE, MATTHEW, STEPHENICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERB Control
MORSE, MATTHEW, STEPHENIMEMBER / CHIEF INVESTMENT OFFICERB Control

Registrations

Federal

IA
Jun 26, 2024 REGISTERED

Notice Filings (1)

MA

Address

180 CANAL STREET
BOSTON, MA 02114
United States
Phone: (617) 800-0388