John Coleman Dewitt

Current Employers

Employment History

• 06/2018 → 12/2019
  Fidelity Brokerage Services Llc
  Fort Lauderdale, FL
• 05/2017 → 06/2018
  Fidelity Investments
  Fort Lauderdale, FL
• 03/2017 → 04/2017
  Mediant Communications
  Cary, NC
• 04/2015 → 03/2017
  Student
  Raleigh, NC
• 03/2020 → 06/2020
  Stewardship Advisory Group
  Ocoee, FL
• 06/2020 → 11/2022
  Allgen Financial Advisors, Inc.
  Orlando, FL
• 11/2022 → 01/2024
  Pathstone
  Winter Park, FL
• 12/2023 → Present
  Lakeshore Wealth Advisors Llc Dba Lakeshore Advisors
  Orlando, FL

Previous Registrations

• 2023-01-06 → 2024-01-22
  Pathstone
  Winter Park, FL
  Englewood, NJ
• 2020-07-17 → 2022-12-01
  Allgen Financial Advisors, Inc.
  Orlando, FL
• 2020-04-23 → 2020-06-15
  Stewardship Advisory Group, Llc
  Clermont, FL
• 2019-11-27 → 2020-01-07
  Fidelity Personal And Workplace Advisors
  Ft. Lauderdale, FL

Other Businesses

John Coleman Dewitt is a owner of Air BnB; Investment Related: No; Location: 1302 W Princeton Street Orlando Florida 32804; Description of the business: My wife and I run two air bnbs using two additional units on our property; Responsibilities Duties: My wife does everything for the air bnb's and I am not involved except for initially setting the air bnb's up. I will occasionally change the pricing; Start date with business: 2021-12-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 25.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Designations