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Danica Nicole Bolton

Financial Harvest Wealth Advisors

Winter Park, FL

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Current Employers
Financial Harvest Wealth Advisors

1091 West Morse Boulevard Suite 200, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-11-18
  • FL RA
    APPROVED
    Since 2020-11-18

Branch Locations

1091 West Morse Boulevard Suite 200, Winter Park, FL 32789 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Orlando FL 09/2016 10/2019
Unemployed Maitland FL 05/2016 09/2016
Financial Harvest, Llc Winter Park FL 10/2019 Present
  • 09/2016 → 10/2019
    Charles Schwab & Co., Inc
    Orlando, FL
  • 05/2016 → 09/2016
    Unemployed
    Maitland, FL
  • 10/2019 → Present
    Financial Harvest, Llc
    Winter Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-26
S63 Uniform Securities Agent State Law Examination 2016-12-29
  • S65 Uniform Investment Adviser Law Examination
    2020-10-26
  • S63 Uniform Securities Agent State Law Examination
    2016-12-29
Other Names
  • Danica Nicole Czerkaski
  • Danica Nichole Bolton

View on SEC IAPD

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Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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