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Gil Blas Montilla Velez

Amerity Wealth Management, LLC

West Palm Beach, FL

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Current Employers
Amerity Wealth Management, Llc

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-02
  • FL RA
    APPROVED
    Since 2023-11-02

Branch Locations

1645 Palm Beach Lakes Blvd, Suite 1200, West Palm Beach, FL 33401 • 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
Gv Financial Services, Inc Miami FL 12/2015 Present
Capital Markets Iq, Llc Wilmington DE 01/2017 04/2017
Capital Markets Iq Wilmington DE 10/2017 10/2023
Amerity Wealth Management, Llc West Palm Beach FL 10/2023 Present
Amerity Financial, Llc West Palm Beach FL 10/2023 Present
  • 12/2015 → Present
    Gv Financial Services, Inc
    Miami, FL
  • 01/2017 → 04/2017
    Capital Markets Iq, Llc
    Wilmington, DE
  • 10/2017 → 10/2023
    Capital Markets Iq
    Wilmington, DE
  • 10/2023 → Present
    Amerity Wealth Management, Llc
    West Palm Beach, FL
  • 10/2023 → Present
    Amerity Financial, Llc
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-25
S65 Uniform Investment Adviser Law Examination 2014-06-06
  • S63 Uniform Securities Agent State Law Examination
    2014-09-25
  • S65 Uniform Investment Adviser Law Examination
    2014-06-06
Other Names
  • Gil Blas Velez
  • Gil Velez

View on SEC IAPD

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SUNRISE MANAGER LLC · WEST PALM BEACH, FL
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