William Charles Witt

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2010 → Present
  Vantage Financial Group, Inc.
  Cleveland, OH

Previous Registrations

• 2010-04-26 → 2013-09-03
  Walnut Street Securities, Inc.
  Cleveland, OH
• 2009-06-01 → 2010-04-23
  Morgan Stanley
  Akron, OH
• 1999-12-07 → 2009-06-01
  Citigroup Global Markets Inc.
  Fairlawn, OH
  Akron, OH

Other Businesses

1. INVESTMENT ADVISOR UNDER VANTAGE RIA AT 6200 ROCKSIDE ROAD, INDEPENDENCE, OH FOR 40 WKDY & 10 EVE/WKND HRS/WK SINCE 4/2010. 2. NAME OF OTHER BUSINESS: DBA WITT & MOSS FINANCIAL PARTNERS, LLC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/01/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR/ OWNER. 3. NAME OF OTHER BUSINESS: UNITED CHURCH OF CHRIST, BRECKSVILLE OH; INVESTMENT RELATED: NO; ADDRESS: 23 PUBLIC SQUARE, BRECKSVILLE, OH 44141; NATURE OF BUSINESS: CHURCH; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: FINANCE COMMITTEE - ASSISTANT TO TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: REVIEW STATEMENTS, ASSIST WITH PREPARATION OF BUDGET;

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-08-26
• S63 Uniform Securities Agent State Law Examination
  1981-09-24