Best Investors Account Sign in
Inactive

David Treat Dewitt

Dewitt Capital Management

Collegeville, PA

Claim This Profile
Current Employers
Dewitt Capital Management

3801 Germantown Pike Suite 203, Collegeville, PA 19426 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-20
PA RA APPROVED 1997-01-27
  • TX RA
    APPROVED_RES
    Since 2023-04-20
  • PA RA
    APPROVED
    Since 1997-01-27

Branch Locations

3801 Germantown Pike Suite 203, Collegeville, PA 19426 • 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
Dewitt Captial Management Collegeville PA 11/1998 Present
  • 11/1998 → Present
    Dewitt Captial Management
    Collegeville, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-07-30
  • S63 Uniform Securities Agent State Law Examination
    1982-07-30
Designations

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ON INVESTMENT MANAGEMENT CO
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CHRISTINE MESSMER, P.C.
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

WILLIAM SCHULTZ
ROBYN MARIE GEISS
NICKLAUS SERAFINI
JOSEPH G. DIGIACOMO
EARL DANIEL AXELSON
CHARLES BRACKEN
ROBERT BRANDON KRUT
GREGORY RON BOWDEN

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLLEGEVILLE, PA
ON INVESTMENT MANAGEMENT CO · Collegeville, PA
OSAIC WEALTH, INC. · COLLEGEVILLE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Collegeville, PA
J.P. MORGAN SECURITIES LLC · Collegeville, PA
CHRISTINE MESSMER, P.C. · COLLEGEVILLE, PA
CETERA INVESTMENT ADVISERS LLC · COLLEGEVILLE, PA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · TRAPPE, PA

More in Collegeville, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor