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4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-20 |
| FL | RA | APPROVED | 2024-10-10 |
Branch Locations
1810 W. Kennedy Boulevard Suite 105, Tampa, FL 33606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2010 | 12/2019 |
| Northwestern Mutual Investment Services, Llc | Tampa | FL | 08/2011 | 12/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 12/2019 |
| Apollon Wealth Management, Llc | Tampa | FL | 01/2020 | 07/2023 |
| Blacktower Financial Management (Us Llc | Tampa | FL | 08/2023 | 10/2024 |
| Amerity Wealth Management, Llc | Tampa | FL | 10/2024 | Present |
| Amerity Financial, Llc | Tampa | FL | 09/2023 | Present |
1.) INDEPENDENT INSURANCE AGENT; SAME LOCATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-24 |
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