David Alan Witter

Employer firm

Financial Harvest Wealth Advisors CRD 148271

$557M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → Present
  Financial Harvest, Llc
  Maitland, FL

Previous Registrations

• 2006-01-04 → 2008-10-01
  Usa Financial Securities Llc
  Ada, MI
  Maitland, FL
  Maitland, FL
• 2004-12-08 → 2006-01-04
  Gunnallen Financial, Inc
  Maitland, FL
• 2002-06-27 → 2004-12-01
  G. A. Repple & Company
  Casselberry, FL

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

• S66 Uniform Combined State Law Examination
  2002-06-21

Designations

• Certified Financial Planner