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Nancy Kathryn Witter

Financial Harvest Wealth Advisors

Winter Park, FL

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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 2009-09-22
  • FL RA
    APPROVED
    Since 2009-09-22

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Harvest, Llc Maitland FL 09/2009 Present
  • 09/2009 → Present
    Financial Harvest, Llc
    Maitland, FL
Previous Registrations
  • 2002-09-04 → 2009-09-10
    Ferrell Wealth Management Inc.
    Winter Park, FL
Other Businesses

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 David A. Witter and they together spend approximately 1 hour a week during non-securities trading hours managing the property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-08
  • S65 Uniform Investment Adviser Law Examination
    2002-08-08
Other Names
  • Nancy Kathryn Miller

View on SEC IAPD

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