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111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Alerity Finiancial Group, Llc | Tampa | FL | 10/2017 | 04/2024 |
| Beacon Asset Management | Tampa | FL | 01/2014 | 10/2017 |
| Walser Wealth Management Company | Tampa | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-25 |
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