Maximilian E Neumayer

Current Employers

Formation Wealth Management

822 A1A North Suite 310, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-08-26
FL	RA	APPROVED	2016-09-28

TX RA
APPROVED_RES

Since 2022-08-26
FL RA
APPROVED

Since 2016-09-28

Branch Locations

822 A1A North Suite 310, Ponte Vedra Beach, FL 32082 • 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

Organization	City	State	From	To
Formation Wealth Llc Dba Formation Wealth Management	Ponte Vedra Beach	FL	08/2016	Present
U.S. Air Force Reserves	Buckley Afb	CO	08/2014	08/2017

08/2016 → Present

Formation Wealth Llc Dba Formation Wealth Management

Ponte Vedra Beach, FL
08/2014 → 08/2017

U.S. Air Force Reserves

Buckley Afb, CO

Previous Registrations

2009-07-16 → 2016-07-28

Usaa Financial Planning Services

Ponte Vedra Beach, FL

Tampa, FL

Tampa, FL

San Antonio, TX

Ponte Vedra Beach, FL
2007-04-02 → 2009-05-13

Morgan Stanley & Co. Llc

Ponte Vedra Beach, FL
2002-10-25 → 2007-04-02

Morgan Stanley Dw Inc.

Ponte Vedra Beach, FL

Ponte Vedra, FL

Other Businesses

1)INDEPENDENT INSURANCE AGENT; LICENSED IN STATE OF FL; NON INVESTMENT RELATED; OFFERS LIFE, HEALTH AND VARIABLE ANNUITY; 822 A1A NORTH STE. 310, PONTE VEDRA BEACH, FL 32082; STARTED 10/2016; 20 HRS/YEAR, 0 HRS DURING SECURITY TRADING HRS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-23

S66 Uniform Combined State Law Examination

2002-10-23

Designations

Other Names

Maximilian Neumayer
Maximilian Ernst Neumayer

View on SEC IAPD