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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-14 |
| FL | RA | APPROVED | 2024-07-22 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Andalusia | AL | 02/2013 | 10/2017 |
| Wunderlich Securities, Inc. | Memphis | TN | 11/2017 | 07/2018 |
| Eudaimonia Advisors Llc D/B/A Brewer Wealth Management | Pensacola | FL | 08/2019 | Present |
| Brewer Wealth Management | Pensacola | FL | 07/2018 | 08/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2020 | Present |
| Kingswood Wealth Advisors | Pensacola | FL | 07/2024 | Present |
1) 1. Eudaimonia Advisors LLC 2. Investment Related 3. 1791 Bypass Rd, Winchester, TN 37398 4. RIA 5. IAR 6. 9/3/19 7. 160 8. 160 9. Investment 2) 1. Brewer Wealth Management, LLC 2. Investment Related 3. 601 Port Royal Way, Pensacola FL 32502 4. LLC for personal business management 5. Owner 6. 8/1/2019 7. 1 hour 8. 0 hours 9. Payroll and tax filing 3) Brewer Holdings II,Is Not Investment Related,"3406 Chantarene Dr, , Pensacola, FL, 32507, United States",future rental property,owner,7/15/2026,1 hours per month,0 hours per month during trading hours,Other Compensation,purchased a home which may be used for a future rental property 3) 1. Brewer Holdings LLC 2. Not investment related 3. 1831 E Three Notch St, Andalusia AL 36420 4. Real Estate Rental 5. Owner 6. March 1, 2013 7. 1 hour/month 8. 0 hours during trading 9. Property owner 4) 1. PKS Financial 2. Investment Related 3. 80 State St, Albany, NY 12207 4. Insurance Carrier 5. Insurance Representative 6. April 2020 7. 3 hours/month 8. 3 hours during trading 9. Service insurance and annuity contracts 5) Great American. Investment Related. 3 W Garden St, Suite 352, Pensacola, FL 32502. Fixed annuity rep. Fixed Annuity/Insurance Rep. 0hrs/mo. Receive trails on existing fixed annuities. 6) Chantarene Home Owners Association; Not Investment Related; 3406 Chantarene Drive, Pensacola, FL 32507; HOA/Vice President; 11/02/2021; 1 hr per month, 0 hours during trading; Preside over meetings in the absence of the President. Impact 100,Is Not Investment Related,"3 W GARDEN ST Suite 352, , Pensacola, FL, 32502, United States",501c3 charitable organization,member,11/20/2024,1 hours per month,1 hours per month during trading hours,No Compensation Compensation,"I am a member, but hold no board position. I have been asked to serve as a representative for a Schwab account which will be used to receive and liquidate securities given as a donation to Impact 100." Brewer Wealth Management,Is Investment Related,"3406 Chantarene Drive, Pensacola FL 32507, Pensacola, FL, FL, 32507, United States",Insurance,Representative,12/1/1999,2 hours per month,2 hours per month during trading hours,Commission Compensation,Insurance/Annuity representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-10 |
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