Timothy M. Witt
Professional summary
Timothy Mark Witt is a registered financial professional currently at PEACHTREE PC INVESTORS, LLC located in Orlando, Florida.
Timothy is registered as a RR (Registered Representative) and started their career in finance in 1995. Timothy has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 31, Series 87, Series 86, Series 16, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Timothy Mark Witt's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2022 - Present
PEACHTREE PC INVESTORS, LLC
September 7, 2021 - August 15, 2022
DAI WEALTH, LLC
September 2, 2021 - August 15, 2022
DAI SECURITIES, LLC
January 8, 2015 - September 2, 2021
CONCORDE ASSET MANAGEMENT, LLC
September 5, 2014 - September 2, 2021
CONCORDE INVESTMENT SERVICES, LLC
February 16, 2011 - January 8, 2015
MANAGED ASSET PORTFOLIOS, LLC
May 10, 2010 - August 16, 2012
OAK STREET SECURITIES, INC.
September 21, 1995 - July 6, 2009
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(9/19/2022)
(8/18/2022)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/23/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
PEACHTREE PC INVESTORS, LLC
CRD#: 301004 / SEC#: , 8-70317
Contact information
FINRA licenses (52 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
