David Harris has been Founding Partner of Reach Wealth Management since January 2025, is a control person of the firm and directly owns under 5% of it.
Reach Wealth Management LLC is a St. George, UT firm with $185M under management, 230 clients and 4 advisers in one office, as of its May 2026 filing.
David Harris is Founding Partner of Statera Wealth. He joined the financial industry in 2006 after a 10-year career with IBM. His practice focuses on holistic financial strategies, specializing in retirement and investment planning, income planning, estate strategies and tax efficiency.
David Harris’ longest registration was 9 years at Trek Financial (2016–2025). Before joining Reach Wealth Management in 2025, David Harris was registered through Trek Financial and MML Investors Services, LLC.
- Statera Wealth ManagementCurrent– present · 1 yearSt. George, UT · Adviser representative · Firm CRD 333710
- Trek Financial– · 9 yearsSt. George, UT · Adviser representative · Firm CRD 109376
- MML Investors Services, LLC– · 5 yearsSt. George, UT · Adviser representative · Firm CRD 10409
Professional designations
Listed by Reach Wealth Management
- CHFC®
Investment adviser representative registrations
David Harris is registered as an investment adviser representative in Utah, since February 2025.
- UtahSince 25 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 March 2010 |
| Series 7 | General Securities Representative Examination | 22 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Orson Harris
- CRD
- 5604929
- Firm
- Reach Wealth Management · CRD 333710
- Role
- Founding Partner
- Office
- 912 W. 1600 S., ST. B201, St. George, UT 84770
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- staterawealth.com
Where does David Harris work?
David Harris has been Founding Partner of Reach Wealth Management LLC since January 2025, and is a control person of the firm.
Is David Harris a financial advisor?
Yes. David Harris has a current investment-adviser registration in Utah, through Reach Wealth Management since February 2025.
How many years of experience does David Harris have?
David Harris has 16 years in the financial industry, since February 2010, across 3 adviser firms.
What exams has David Harris passed?
David Harris has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2010. FINRA credited David Harris with the SIE, which began in October 2018.
Where did David Harris work before Reach Wealth Management?
Before Reach Wealth Management, David Harris was registered through MML Investors Services, LLC, February 2011 to March 2016.
Where is David Harris based?
David Harris’ registered office is in St. George, UT.
Is David Harris registered with FINRA?
No. David Harris has no current broker registration.
How can I verify David Harris’ record?
Search CRD 5604929 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Harris’ full registration record.
