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Account
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4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
1 Bromley Lane, Chislehurst, Kent BR7 6LH • United Kingdom
125 Park Avenue, 25Th Floor, New York, NY 10017 • United States
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexander Peter Wealth Management | San Pedro De Alcantara | 09/2009 | Present | |
| Beacon Global Advisor Network, Llc | San Pedro De Alcantara | 05/2019 | Present | |
| Alexander Peter Insurance Llc | Lakeland | FL | 04/2023 | Present |
| Alexander Peter Wealth, Llc | Lakeland | FL | 04/2023 | Present |
| Alexander Peter Wealth (Uk) Limited | London | 05/2021 | Present | |
| Alexander Peter Wealth Bv | Brussels | 04/2022 | Present | |
| Alexander Peter Wealth Canada | Alberta | 03/2022 | Present | |
| Alexander Peter Property Services | London | 02/2023 | Present | |
| Alexander Peter Wealth Management Europe Sl | Marbella | 06/2015 | Present | |
| Amerity Wealth Management, Llc | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-01 |
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