Devin T Rountree

Current Employers

Employment History

• 09/2015 → 11/2022
  Bank Of America, N.A.
  Deerfield Beach, FL
• 09/2015 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Deerfield Beach, FL
• 11/2022 → 06/2025
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
• 06/2025 → 12/2025
  Madison Avenue Securities
  San Diego, CA
• 06/2025 → Present
  Global Wealth Management Investment Advisory, Inc.
  Weston, FL
• 07/2025 → Present
  Global Wealth Retirement Planning, Llc
  Weston, FL

Previous Registrations

• 2022-11-14 → 2025-06-27
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
  Tamarac, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Boca Raton, FL
• 2015-10-07 → 2022-11-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Pinecrest, FL
  Hallandale Beach, FL
  Miami, FL
  Sunny Isles, FL
  Hollywood, FL
  Aventura, FL
  North Miami Beach, FL
• 2013-02-28 → 2015-09-21
  Morgan Stanley
  Tampa, FL
  South Jordan, UT
• 2008-11-24 → 2012-12-21
  Equitable Advisors, Llc
  Tampa, FL
  Springfield, IL

Other Businesses

1.) Name: Global Wealth Retirement Planning, LLC; Investment Related: Yes; Address: 1301 E. Broward Blvd Suite 200, Fort Lauderdale, FL 33301; Nature of the Business: Insurance; Position: Insurance Agent; Hours Per Week: 50 Hours; Start Date: 7/2025; Duties: Client Services 2.) Delk Addison Holdings; Investment Related: No; Address: 1043 SW 146th Ter, Pembroke Pines, FL 33027; Nature of the Business: LLC as holding company for real estate and DJ services; Position: Owner; Hour Per Month: 8; Start Date 8/2026; Duties: Real Estate holdings and DJ services

Exams

• S66 Uniform Combined State Law Examination
  2008-11-21

Other Names

• Devin T Roundtree