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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Whittney D Harvey

Advisor at EDWARD JONES

RIVERVIEW, FL

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Search this name across graphsid dfx:ria:62a0262a-4f69-97ab-68b4-172b95fcdb91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Jul 13, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jun 30, 2012
First registration: Jul 13, 2012
Dual registered: yes, broker-dealer
Other names: WHITTNEY STUART|WHITTNEY DUPREE HARVEY|WHITTNEY DUPREE STUART
IAPD individual key: 5250954

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Aug 21, 2024	n/a	yes	RIVERVIEW, FL	Current employment
FORTHRIGHT CAPITAL	Independent wealth	Feb 21, 2023	Nov 7, 2023	no	LAS VEGAS, NV\|Wimauma, FL	Previous registration
FISHER INVESTMENTS	Independent wealth	Dec 21, 2020	Nov 7, 2022	no	PLANO, TX\|TAMPA, FL	Previous registration
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	Independent wealth	Mar 6, 2020	Feb 24, 2022	no	TAMPA, FL	Previous registration
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	Independent wealth	Feb 8, 2019	Jun 10, 2019	no	TAMPA, FL	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Oct 26, 2018	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Oct 26, 2017	Jan 8, 2018	no	TAMPA, FL	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	May 15, 2014	Mar 22, 2017	no	WYNCOTE, PA\|Columbia, MO	Previous registration
LINCOLN INVESTMENT	Independent wealth	May 15, 2014	Mar 22, 2017	no	Fort Washington, PA\|COLUMBIA, MO\|Jenkintown, PA\|Fort Washington, PA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jul 13, 2012	Apr 25, 2014	no	ADDISON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORTHRIGHT CAPITAL	EDWARD JONES	Nov 7, 2023	Aug 21, 2024	288	Firm change	RIA to ibd
FISHER INVESTMENTS	FORTHRIGHT CAPITAL	Nov 7, 2022	Feb 21, 2023	106	Firm change	RIA to new firm
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	FISHER INVESTMENTS	Feb 24, 2022	Dec 21, 2020	-430	Firm change after gap	RIA to RIA
USAA INVESTMENT SERVICES COMPANY	SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	Oct 26, 2018	Feb 8, 2019	105	Firm change	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
CAPITAL ANALYSTS	USAA FINANCIAL PLANNING SERVICES	Mar 22, 2017	Oct 26, 2017	218	Firm change	Other
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Mar 22, 2017	May 15, 2014	-1,042	Firm change after gap	Other
USAA FINANCIAL PLANNING SERVICES	LINCOLN INVESTMENT	Apr 25, 2014	May 15, 2014	20	Firm change	Other

Relationships

Registered with (8)

→ EDWARD JONESRegistered adviserregistration: current employment
Aug 21, 2024 to presentfactForm ADV
→ FORTHRIGHT CAPITALRegistered adviserregistration: previous registration
Feb 21, 2023 to Nov 7, 2023factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Dec 21, 2020 to Nov 7, 2022factForm ADV
→ SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLCRegistered adviserregistration: previous registration
Mar 6, 2020 to Feb 24, 2022factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Oct 26, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 26, 2017 to Jan 8, 2018factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
May 15, 2014 to Mar 22, 2017factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
May 15, 2014 to Mar 22, 2017factForm ADV

Dated events

Occurred
Nov 7, 2023
Advisor changed firm
Whittney D Harvey left Forthright Capital for Edward Jones (registered 2024-08-21)
Form ADVobserved 4 days ago
Occurred
Nov 7, 2022
Advisor changed firm
Whittney D Harvey left Fisher Investments for Forthright Capital (registered 2023-02-21)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Advisor changed firm
Whittney D Harvey left Sandy Morris Financial & Estate Planning Services, Llc for Fisher Investments (registered 2020-12-21)
Form ADVobserved 4 days ago