TW
Timothy M. Witt
PEACHTREE PC INVESTORS
Orlando, FL
Some features on this profile are disabled
CRD#: 2638442
TW
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
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 - Berkshire Hathaway Home Services. Real Estate Brokerage. 133 W. MAIN ST., NORTHVILLE, MI, 48167. LICENSED SALESPERSON AND INDEPENDENT CONTRACTOR. 2010. LESS THAN 5 HOURS/MONTH DURING NON-MARKET HOURS. 2 - DAI Wealth, Inc. Investment Related. RIA Affiliate of Broker Dealer. Chief Investment Officer. Atlanta, GA 3 - Business Consulting, 8268 Sulston Street, Orlando FL 32837. Not Investment Related. Business consulting in the areas of strategy, management and operations. 1-5 hours/mo during business hours, 1-5 hours/mo outside business hours. 4 - Litigation Consulting, PROVIDE LITIGATION CONSULTING SERVICES TO BROKER-DEALERS WITH A FOCUS ON ALTERNATIVE INVESTMENTS. 1-5 hours/mo during business hours, 1-5 hours/mo outside business hours. 5 - Timothy Witt, 8268 Suston St., Orlando, FL 32827. Not Investment Related. Referral fees for non-securities transactions and introductions. 1-5 hrs/mo outside business hours, 1-5 hrs/mo during business hours.
CRS (Client Relationship Summary) - BD
Click below to view Timothy Mark Witt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 18, 2022 - Present
PEACHTREE PC INVESTORS, LLC
BD
CRD#: 301004
Orlando, FL
Past
September 7, 2021 - August 15, 2022
DAI WEALTH, LLC
RIA
CRD#: 138938
Orlando, FL
Past
September 2, 2021 - August 15, 2022
DAI SECURITIES, LLC
BD
CRD#: 36673
ATLANTA, GA
Past
January 8, 2015 - September 2, 2021
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
LIVONIA, MI
Past
September 5, 2014 - September 2, 2021
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
ANN ARBOR, MI
Past
February 16, 2011 - January 8, 2015
MANAGED ASSET PORTFOLIOS, LLC
RIA
CRD#: 109574
ROCHESTER, MI
Past
May 10, 2010 - August 16, 2012
OAK STREET SECURITIES, INC.
BD
CRD#: 133591
FOREST LAKE, MN
Past
September 21, 1995 - July 6, 2009
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/20/2023)
RR
Alaska(10/20/2023)
RR
Arizona(10/20/2023)
RR
Arkansas(10/20/2023)
RR
California(10/20/2023)
RR
Colorado(10/20/2023)
RR
Connecticut(10/20/2023)
RR
Delaware(10/20/2023)
RR
District of Columbia(10/20/2023)
RR
Florida(9/19/2022)
RR
Georgia(8/18/2022)
RR
Hawaii(10/20/2023)
RR
Idaho(10/20/2023)
RR
Illinois(10/20/2023)
RR
Indiana(10/20/2023)
RR
Iowa(10/20/2023)
RR
Kansas(10/20/2023)
RR
Kentucky(10/20/2023)
RR
Louisiana(10/20/2023)
RR
Maine(10/20/2023)
RR
Maryland(10/20/2023)
RR
Massachusetts(10/20/2023)
RR
Michigan(10/20/2023)
RR
Minnesota(10/20/2023)
RR
Mississippi(10/20/2023)
RR
Missouri(10/20/2023)
RR
Montana(10/20/2023)
RR
Nebraska(10/20/2023)
RR
Nevada(10/20/2023)
RR
New Hampshire(10/20/2023)
RR
New Jersey(10/20/2023)
RR
New Mexico(10/20/2023)
RR
New York(10/20/2023)
RR
North Carolina(10/20/2023)
RR
North Dakota(10/20/2023)
RR
Ohio(10/23/2023)
RR
Oklahoma(10/20/2023)
RR
Oregon(10/20/2023)
RR
Pennsylvania(10/20/2023)
RR
Puerto Rico(10/20/2023)
RR
Rhode Island(10/20/2023)
RR
South Carolina(10/20/2023)
RR
South Dakota(10/20/2023)
RR
Tennessee(10/20/2023)
RR
Texas(10/20/2023)
RR
Utah(10/20/2023)
RR
Vermont(10/20/2023)
RR
Virginia(10/20/2023)
RR
Washington(10/20/2023)
RR
West Virginia(10/20/2023)
RR
Wisconsin(10/20/2023)
RR
Wyoming(10/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PP
PEACHTREE PC INVESTORS, LLC
PC ADVISORS, LLC | PPCA | PEACHTREE PC INVESTORS, LLC | PEACHTREE PC ADVISORS, LLC
CRD#: 301004 / SEC#: , 8-70317
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Mailing Address
3500 Lenox Road Suite 625, Atlanta, GA 30326
Phone number
(678) 250-9368
Established
Georgia since 02/04/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
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.
