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4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| GA | RA | APPROVED | 2022-10-13 |
Branch Locations
401 Westpark Court Suite 200, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compliance Advisory Services, Inc. | Newnan | GA | 01/1999 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2005 | 10/2019 |
| Beacon Global Advisor Network, Llc | Atlanta | GA | 10/2019 | 03/2023 |
| Beacon Global Group, Inc. | Atlanta | GA | 10/2019 | 10/2022 |
| Amerity Financial, Llc | Atlanta | GA | 01/2021 | Present |
| Amerity Wealth Management, Llc | Atlanta | GA | 06/2022 | Present |
| Blacktower Financial Management (Us) Llc | Newnan | GA | 11/2022 | 09/2024 |
| Meraki Journey, Llc | Newnan | GA | 01/2025 | Present |
1.Amerity Financial - 4740 Cleveland Heights Blvd Suite 5, Lakeland, FL 33813: Insurance Marketing Organization, position - insurance agent, SPENDS less than 10% TIME, NON-INVESTMENT RELATED, duties and responsibilities - insurance agent activities, start date 9/6/2020 to present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-25 |
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