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4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-20 |
| FL | RA | APPROVED | 2024-10-10 |
Branch Locations
410 S. Ware Boulevard Suite 837, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2008 | 12/2019 |
| Northwestern Mutual Investment Services, Llc | Tampa | FL | 12/2010 | 12/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 12/2019 |
| Apollon Wealth Management, Llc | Tampa | FL | 01/2020 | 07/2023 |
| Blacktower Financial Management Us Llc | Tampa | FL | 08/2023 | 10/2024 |
| Amerity Financial, Llc | Tampa | FL | 09/2023 | Present |
| Amerity Wealth Management, Llc | Tampa | FL | 10/2024 | Present |
1.) INDEPENDENT INSURANCE AGENT; SAME LOCATION 2.) DRIVER, UBER, N/A, TAMPA, , FLORIDA, 33647, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 06/23/2017, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, POINT TO POINT DELIVERY OF INDIVIDUALS IN A SAFE AND RELIABLE MANNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-29 |
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