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David Matthew Whittaker

Capital Wealth Planning, LLC

Naples, FL

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Current Employers
Capital Wealth Planning, Llc

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-10
  • FL RA
    APPROVED
    Since 2025-11-10

Branch Locations

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • 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
Capital Wealth Planning, Llc Naples FL 09/2022 Present
Columbia Care Cape Coral FL 06/2022 08/2022
Fluent (Cansortium Holdings) Fort Myers FL 07/2020 06/2022
College Student - Florida Gulf Coast University Fort Myers FL 08/2016 12/2020
Blue Moon Pizza Fort Myers FL 03/2016 03/2017
  • 09/2022 → Present
    Capital Wealth Planning, Llc
    Naples, FL
  • 06/2022 → 08/2022
    Columbia Care
    Cape Coral, FL
  • 07/2020 → 06/2022
    Fluent (Cansortium Holdings)
    Fort Myers, FL
  • 08/2016 → 12/2020
    College Student - Florida Gulf Coast University
    Fort Myers, FL
  • 03/2016 → 03/2017
    Blue Moon Pizza
    Fort Myers, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-09
  • S65 Uniform Investment Adviser Law Examination
    2023-06-09

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL
NTV FRONTIER MANAGEMENT · NAPLES, FL

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