David Scott Appleby

Employer firm

Assurity Wealth Management CRD 143451

$3.67M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• THIRD-PARTY MONEY MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1996 → Present
  Beesure Services, Inc
  Bradenton, FL
• 01/2007 → Present
  Beesure Wealth Management, Inc
  Bradenton, FL

Other Businesses

1) BEESURE SERVICES INC.; NON-INVESTMENT RELATED; BRADENTON, FL; TAX AND INSURANCE SERVICES; PRESIDENT;1996 TO PRESENT;80 HRS/MONTH 2) APPEX INVESTMENT GROUP, INC. - POSITION - PRESIDENT; ADDRESS - 2429 MANATEE AVENUE EAST, UNIT 1, BRADENTON, FL 34208; INVESTMENT RELATED - NO; NATURE OF BUSINESS - REAL ESTATE HOLDING COMPANY; DATE INITIATED - 12/9/2014; APPROXIAMTE NUMBER OF HOURS SPENT ON THIS ACTIVITY PER MONTH - 15; APPROXIAMTE NUMBER OF HOURS SPENT ON THIS ACTIVITY PER MONTH DURING TRADING HOURS - 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-13

Designations

• Chartered Financial Consultant