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Timothy Alan Kershaw

Amerity Wealth Management, LLC

Setubal

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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 2023-08-15
  • TX RA
    APPROVED
    Since 2023-08-15

Branch Locations

Setubal • Portugal

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
Beacon Global Advisor Network, Llc Marbella, Andalucia 05/2021 10/2021
W1 Investment Group/ Nexus Blacktower Marbella 04/2020 03/2023
Abbey Wealth Marbella 02/2019 03/2020
Connells Estate Agents Thame 05/2018 01/2019
Ridgeway Estate Agents Swindon 05/2015 04/2018
Blacktower Financial Management (Us) Llc New York NY 10/2021 03/2023
Amerity Wealth Management, Llc Setubal 04/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-23
  • S65 Uniform Investment Adviser Law Examination
    2021-04-23

View on SEC IAPD

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