David Robert Wattles

Current Employers

Amerity Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01
TX	RA	APPROVED_RES	2024-01-24

FL RA
APPROVED

Since 2025-01-01
TX RA
APPROVED_RES

Since 2024-01-24

Branch Locations

48221 Lake Babock Drive, Fort Myers, FL 33982 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Beacon Global Advisor Network, Llc	Fort Myers	FL	07/2017	Present
Amerity Wealth Management, Llc	Fort Myers	FL	01/2024	Present
Alexander Peter Wealth Management	Fort Myers	FL	07/2017	Present
Alexander Peter Insurance, Llc	Lakeland	FL	01/2024	Present
Dave Wattles Dba Uk Pension Consultants	Ft Myers	FL	06/2015	07/2017

07/2017 → Present

Beacon Global Advisor Network, Llc

Fort Myers, FL
01/2024 → Present

Amerity Wealth Management, Llc

Fort Myers, FL
07/2017 → Present

Alexander Peter Wealth Management

Fort Myers, FL
01/2024 → Present

Alexander Peter Insurance, Llc

Lakeland, FL
06/2015 → 07/2017

Dave Wattles Dba Uk Pension Consultants

Ft Myers, FL

Previous Registrations

2017-08-29 → 2024-10-31

Beacon Global Advisor Network, Llc

Fort Myers, FL
2015-06-25 → 2015-12-31

Uk Pension Consultants Llc

Las Vegas, NV

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-03-18
S63	Uniform Securities Agent State Law Examination	1981-10-12

S65 Uniform Investment Adviser Law Examination

2015-03-18
S63 Uniform Securities Agent State Law Examination

1981-10-12