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Felix Marcus Tankersley

Bmss Wesson Wealth Solutions

Birmingham, AL

CRD 2807435

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Employer firm

Bmss Wesson Wealth Solutions CRD 282792

$704M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Bmss Wesson Wealth Solutions

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-07
AL RA APPROVED 2018-08-03
  • TX RA
    APPROVED
    Since 2025-03-07
  • AL RA
    APPROVED
    Since 2018-08-03

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Birmingham AL 01/2015 08/2017
Pnc Bank Birmingham AL 01/2015 08/2017
Oneascent Financial Services Llc Birmingham AL 08/2017 07/2018
Bmss Wesson Wealth Solutions, Llc Birmingham AL 08/2018 Present
  • 01/2015 → 08/2017
    Pnc Investments
    Birmingham, AL
  • 01/2015 → 08/2017
    Pnc Bank
    Birmingham, AL
  • 08/2017 → 07/2018
    Birmingham, AL
  • 08/2018 → Present
    Bmss Wesson Wealth Solutions, Llc
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-02
S63 Uniform Securities Agent State Law Examination 2003-06-03
S65 Uniform Investment Adviser Law Examination 1999-10-19
  • S66 Uniform Combined State Law Examination
    2015-03-02
  • S63 Uniform Securities Agent State Law Examination
    2003-06-03
  • S65 Uniform Investment Adviser Law Examination
    1999-10-19
Designations
  • Certified Financial Planner
Other Names
  • Tank Tankersley
  • Tank Tankersley

View on SEC IAPD

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