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Ethan William Whittaker

Clariti Wealth Advisors

Wilmington, DE

Wilmington, DE

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Current Employers
Clariti Wealth Advisors

2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-10-11
  • DE RA
    APPROVED
    Since 2024-10-11

Branch Locations

Wilmington, DE • United States

2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • 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
Baker Tilly, Llc Philadelphia PA 10/2016 08/2018
Sallie Mae Newark DE 08/2018 09/2024
Clariti Wealth Advisors Wilmington DE 09/2024 Present
Unemployed Wilmington DE 06/2016 09/2016
  • 10/2016 → 08/2018
    Baker Tilly, Llc
    Philadelphia, PA
  • 08/2018 → 09/2024
    Sallie Mae
    Newark, DE
  • 09/2024 → Present
    Wilmington, DE
  • 06/2016 → 09/2016
    Unemployed
    Wilmington, DE
Other Businesses

Name of other business: Whittaker Tax; Is business Investment related: No; Address of other business: Wilmington, DE; Nature of other business: Tax Preparation and Planning; Your position: President; Start date of relationship: 01/2020; Approx. # of hours /month devote to other business: 55; Number of hours devoted to other business during securities trading hours: 55;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-24
  • S65 Uniform Investment Adviser Law Examination
    2023-08-24

View on SEC IAPD

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