Inactive

James Lavender

Amerity Wealth Management, LLC

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Current Employers

Amerity Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-25

TX RA
APPROVED

Since 2024-05-25

Branch Locations

Norwich • 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

Organization	City	State	From	To
Beacon Global Advisor Network, Llc	Norfolk, King's Lynn		06/2021	Present
Alexander Peter Wealth Management	Norfolk, King's Lynn		10/2020	Present
Cwb Group	Market Harborough, Leicestershire		11/2019	10/2020
Pocock Rutherford	Berkhamsted, Hertfordshire		01/2019	10/2019
St. James's Place Wealth Management	Canary Wharf, London		09/2018	02/2019
Charles Hanover Investments	London		01/2016	08/2018
Amerity Wealth Management, Llc	Norfolk, King's Lynn		03/2024	Present

06/2021 → Present

Beacon Global Advisor Network, Llc

Norfolk, King's Lynn
10/2020 → Present

Alexander Peter Wealth Management

Norfolk, King's Lynn
11/2019 → 10/2020

Cwb Group

Market Harborough, Leicestershire
01/2019 → 10/2019

Pocock Rutherford

Berkhamsted, Hertfordshire
09/2018 → 02/2019

St. James's Place Wealth Management

Canary Wharf, London
01/2016 → 08/2018

Charles Hanover Investments

London
03/2024 → Present

Amerity Wealth Management, Llc

Norfolk, King's Lynn

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-25

S65 Uniform Investment Adviser Law Examination

2024-05-25

View on SEC IAPD

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