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Amerity Wealth Management, LLC CRD 322265
$339M regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
510 Cr 466 Suite 207, Lady Lake, FL 33813 • United States
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
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 |
|---|---|---|---|---|
| Claraphi Advisory Network, Llc | Lady Lake | FL | 11/2016 | 02/2018 |
| Amerity Financial | Lakeland | FL | 02/2014 | Present |
| Beacon Global Advisor Network, Llc | Lakeland | FL | 02/2018 | 12/2023 |
| Amerity Wealth Management, Llc | Lakeland | FL | 12/2022 | Present |
I am an independent insurance agent in the State of Florida; I spend approximately 50% of my time on this work, including during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
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