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4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-12 |
| FL | RA | APPROVED | 2023-07-26 |
Branch Locations
3201 Tamiami Trail North 1St Floor, Suite 103, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devere Group | London | 01/2009 | 06/2017 | |
| Devere Usa Inc. | New York | NY | 02/2015 | 06/2017 |
| Beacon Global Advisor Network, Llc | Miamai | FL | 06/2017 | 04/2021 |
| Gwm Usa Llc | Miami | FL | 06/2017 | 04/2021 |
| Amerity Wealth Management, Llc | Miami | FL | 07/2023 | Present |
| Skybound Wealth Management Usa, Llc | Miami | FL | 04/2021 | 07/2023 |
| Amerity Financial, Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-02 |
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