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Current Employers
Financial Harvest Wealth Advisors

1091 West Morse Boulevard Suite 200, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2008-10-02
  • FL RA
    APPROVED
    Since 2008-10-02

Branch Locations

1091 West Morse Boulevard Suite 200, Winter Park, FL 32789 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Harvest, Llc Maitland FL 06/2005 Present
  • 06/2005 → Present
    Financial Harvest, Llc
    Maitland, FL
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-21
  • S66 Uniform Combined State Law Examination
    2002-06-21
Designations

View on SEC IAPD

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