Whittney D Harvey

Current Employers

Employment History

• 04/2014 → 03/2017
  Lincoln Investment Planning
  Wyncote, PA
• 09/2017 → 09/2018
  Usaa Financial Planning Services
  Tampa, FL
• 03/2017 → 03/2020
  Whittney Harveys Books
  Riverview, FL
• 01/2020 → 03/2020
  Sandy Morris Financial & Estate Planning Services, Llc
  Tampa, FL
• 12/2020 → 11/2022
  Fisher Investments
  Tampa, FL
• 04/2020 → 11/2020
  Unemployed
  Wimauma, FL
• 12/2022 → 10/2023
  Forthright Capital Advisory
  Las Vegas, NV
• 06/2024 → 08/2026
  Edward Jones
  Tampa, FL
• 11/2023 → 05/2024
  Ideal Concepts
  Allentown, PA
• 08/2026 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2023-02-21 → 2023-11-07
  Forthright Capital
  Las Vegas, NV
  Wimauma, FL
• 2020-12-21 → 2022-11-07
  Fisher Investments
  Plano, TX
  Tampa, FL
• 2020-03-06 → 2022-02-24
  Sandy Morris Financial & Estate Planning Services, Llc
  Tampa, FL
• 2019-02-08 → 2019-06-10
  Sandy Morris Financial & Estate Planning Services, Llc
  Tampa, FL
• 2018-01-08 → 2018-10-26
  Usaa Investment Services Company
  San Antonio, TX
• 2017-10-26 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
• 2014-05-15 → 2017-03-22
  Lincoln Investment
  Fort Washington, PA
  Columbia, MO
  Jenkintown, PA
  Fort Washington, PA
• 2014-05-15 → 2017-03-22
  Capital Analysts
  Wyncote, PA
  Columbia, MO
• 2012-07-13 → 2014-04-25
  Usaa Financial Planning Services
  Addison, TX

Other Businesses

Ideal Concepts Allentown, PA Start date: 6/1/2023 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities City-State: Allentown PA"

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-06
• S66 Uniform Combined State Law Examination
  2012-06-30

Other Names

• Whittney Stuart
• Whittney Dupree Harvey
• Whittney Dupree Stuart