# Whittney D Harvey

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..

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2024-08-21 | present | Yes |
| [FORTHRIGHT CAPITAL](https://search.stillhousedata.com/firm/323596) | 2023-02-21 | 2023-11-07 | — |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2020-12-21 | 2022-11-07 | — |
| [SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC](https://search.stillhousedata.com/firm/187519) | 2020-03-06 | 2022-02-24 | — |
| [SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC](https://search.stillhousedata.com/firm/187519) | 2019-02-08 | 2019-06-10 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-01-08 | 2018-10-26 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2017-10-26 | 2018-01-08 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2014-05-15 | 2017-03-22 | — |
| [CAPITAL ANALYSTS, LLC](https://search.stillhousedata.com/firm/162200) | 2014-05-15 | 2017-03-22 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2012-07-13 | 2014-04-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5250954)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5250954.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.