David A. Witter

FINANCIAL HARVEST WEALTH ADVISORS

Winter Park, FL 32789

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CRD#: 4519401

Professional summary

David Alan Witter, CFP® is a registered financial advisor currently at FINANCIAL HARVEST WEALTH ADVISORS located in Winter Park, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

5/2002 - Present: Independent Insurance Agent, 1091 West Morse Boulevard, Suite 200, Winter Park, Florida 32789. Mr. Witter is licensed to sell life, health, and annuity insurance products. Selling insurance is an investment-related business activity where Mr. Witter may devote up to 10 hours per month during securities trading hours to address the insurance needs of his clients. 3/2015 - Present: BurkeyThree, LLC, 1091 West Morse Boulevard, Suite 200, Winter Park, Florida 32789. The entity is a non-public Limited Liability Company set-up to own, operate, and manage the property located at 1091 West Morse Boulevard. The property management services are not investment-related. The property is equally owned with Nancy K. Witter and they together spend approximately 1 hour a week during non-securities trading hours managing the property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Witter's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

October 2, 2008 - Present

FINANCIAL HARVEST WEALTH ADVISORS

Office #1: 1091 West Morse Boulevard Suite 200, Winter Park, FL 32789

RIA

CRD#: 148271

Winter Park, FL

Past

October 1, 2008 - June 10, 2011

TRIAD ADVISORS LLC

CRD#: 25803

WINTER PARK, FL

Past

January 4, 2006 - October 1, 2008

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

MAITLAND, FL

Past

January 3, 2006 - October 1, 2008

USA FINANCIAL SECURITIES LLC

CRD#: 103857

MAITLAND, FL

Past

December 8, 2004 - January 4, 2006

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

MAITLAND, FL

Past

December 1, 2004 - January 4, 2006

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

June 27, 2002 - December 1, 2004

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

CASSELBERRY, FL

Past

April 12, 2002 - December 1, 2004

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL HARVEST WEALTH ADVISORS

FINANCIAL HARVEST WEALTH ADVISORS | FINANCIAL HARVEST, LLC

CRD#: 148271 / SEC#: 801-112271

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

Florida

Registered Investment Advisory firm - (1/3/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/2/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/21/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/11/2002

General Securities Representative Examination

Current Firm

FINANCIAL HARVEST WEALTH ADVISORS

FINANCIAL HARVEST WEALTH ADVISORS | FINANCIAL HARVEST, LLC

CRD#: 148271 / SEC#: 801-112271

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

Florida

Registered Investment Advisory firm - (1/3/2018 Terminated)

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Contact information

Main Address

1091 West Morse Boulevard Suite 200, Winter Park, FL 32789

Mailing Address

Phone number

(407) 937-0707

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	1,230
AUM (Assets Under Management)	$ 451,046,673

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Witter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Witter's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

Primary Firm SEC Registration

FINANCIAL HARVEST WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/21/2002

Series 7

Date: 4/11/2002

Current Firm

FINANCIAL HARVEST WEALTH ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL HARVEST WEALTH ADVISORS

TRUST BUT VERIFY

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