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1091 West Morse Boulevard Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-10-02 |
Branch Locations
1091 West Morse Boulevard Suite 200, Winter Park, FL 32789 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Harvest, Llc | Maitland | FL | 06/2005 | Present |
5/2002 - Present: Independent Insurance Agent, 1091 West Morse Boulevard, Suite 200, Winter Park, Florida 32789. Mr. Witter is licensed to sell life, health, and annuity insurance products. Selling insurance is an investment-related business activity where Mr. Witter may devote up to 10 hours per month during securities trading hours to address the insurance needs of his clients. 3/2015 - Present: BurkeyThree, LLC, 1091 West Morse Boulevard, Suite 200, Winter Park, Florida 32789. The entity is a non-public Limited Liability Company set-up to own, operate, and manage the property located at 1091 West Morse Boulevard. The property management services are not investment-related. The property is equally owned with Nancy K. Witter and they together spend approximately 1 hour a week during non-securities trading hours managing the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
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