Whittney D Harvey is an investment adviser representative (IAR) with state registration records since 2012, appearing at 8 firms. Currently registered with EDWARD D. JONES & CO., L.P..
| Firm | From | To | Current |
|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 2024-08-21 | present | Yes |
| FORTHRIGHT CAPITAL | 2023-02-21 | 2023-11-07 | — |
| FISHER ASSET MANAGEMENT, LLC | 2020-12-21 | 2022-11-07 | — |
| SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC | 2020-03-06 | 2022-02-24 | — |
| SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC | 2019-02-08 | 2019-06-10 | — |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2018-10-26 | — |
| USAA FINANCIAL PLANNING SERVICES | 2017-10-26 | 2018-01-08 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2014-05-15 | 2017-03-22 | — |
| CAPITAL ANALYSTS, LLC | 2014-05-15 | 2017-03-22 | — |
| USAA FINANCIAL PLANNING SERVICES | 2012-07-13 | 2014-04-25 | — |