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Simon Edmund Putt

Amerity Wealth Management, LLC

Essex

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Current Employers
Amerity Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-09
  • TX RA
    APPROVED
    Since 2023-10-09

Branch Locations

Essex • United Kingdom

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
Globaleye Dubai 04/2015 05/2017
Finsbury Associates Dubai 05/2017 08/2020
Beacon Global Advisor Network Atlanta GA 10/2020 05/2021
Skybound Wealth Management Usa, Llc (Previously Gwm-Usa) Las Vegas NV 08/2020 09/2023
Gwm International Las Vegas NV 08/2020 09/2023
Amerity Wealth Management, Llc Essex 10/2023 Present
Alexander Peter Wealth Management Essex 08/2024 Present
  • 04/2015 → 05/2017
    Globaleye
    Dubai
  • 05/2017 → 08/2020
    Finsbury Associates
    Dubai
  • 10/2020 → 05/2021
    Beacon Global Advisor Network
    Atlanta, GA
  • 08/2020 → 09/2023
    Skybound Wealth Management Usa, Llc (Previously Gwm-Usa)
    Las Vegas, NV
  • 08/2020 → 09/2023
    Gwm International
    Las Vegas, NV
  • 10/2023 → Present
    Amerity Wealth Management, Llc
    Essex
  • 08/2024 → Present
    Alexander Peter Wealth Management
    Essex
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-06
  • S65 Uniform Investment Adviser Law Examination
    2020-07-06

View on SEC IAPD

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