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4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-09 |
Branch Locations
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
301 Third Street Nw, Suite 218, Winter Haven, FL 33881 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian S Pearce, Dba Pearce Financial | Winter Haven | FL | 01/1991 | 12/2023 |
| Fsc Securitied Corporation | Winter Haven | FL | 11/2012 | 07/2018 |
| The Retirement Group, Llc | San Diego | CA | 06/2013 | 07/2018 |
| Tcm Securities, Inc | Woodstock | GA | 08/2018 | 06/2019 |
| Elite Retirement Advisors,Llc | Winter Haven | FL | 03/2019 | 06/2021 |
| World Equity Group,Inc. | Winter Haven | FL | 06/2019 | 05/2021 |
| Retirement Resources Of Central Florida | Winter Haven | FL | 03/2022 | 06/2023 |
| Amerity Financial | Winter Haven | FL | 06/2023 | Present |
| Amerity Wealth Management | Winter Haven | FL | 06/2023 | Present |
Amerity Financial; Is the business investment related: Yes; Location of the business: 301 Third Street NW Suite 218 WINTER HAVEN FL 33881 USA; oba street address: 301 Third Street NW Suite 218; Description of the business: Insurance Agency;Position Title: Insurance Professional; Responsibilities Duties: Presenting seminars leading to sales of Annuity products. Meeting with clients and prospects; Start date with business: 2023-06-01; Hours per month devoted to business during trading hours: 50; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 40.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-23 |
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