Harold Dance Investments
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 1582
- SEC number
- 801-129647
- Firm type
- RIA
- Assets under management
- $158.0M as of Mar 31, 2026
- Website
- www.harolddance.com ↗
- Phone
- 435-752-8484
- Address
- 72 E Center Street, Logan, UT, 84321
Advisors at this firm
8 in our index · page 1 of 1
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Patty Sui BartholomewCRD 7086050 · Logan, UTIA RegisteredBroker
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Garrett T EllisCRD 8075680 · Logan, UTIA RegisteredBroker
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Kent B HaueterCRD 843840 · Logan, UTIA RegisteredBroker
-
Aaron James NeeleyCRD 6001558 · Logan, UTIA RegisteredBroker
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Daniel Joseph NeeleyCRD 5556337 · Logan, UTIA RegisteredBroker
-
Stephen F NeeleyCRD 3235100 · Logan, UTIA RegisteredBroker
-
Jack W PetersonCRD 3110933 · Logan, UTIA RegisteredBroker
-
Kristilyn WilkinsonCRD 7488891 · Logan, UTIA RegisteredBroker
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 1582 ↗
FINRA BrokerCheck record for firm CRD 1582 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.