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Current Employers
Amerity Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-09
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/1991 → 12/2023
    Brian S Pearce, Dba Pearce Financial
    Winter Haven, FL
  • 11/2012 → 07/2018
    Fsc Securitied Corporation
    Winter Haven, FL
  • 06/2013 → 07/2018
    The Retirement Group, Llc
    San Diego, CA
  • 08/2018 → 06/2019
    Tcm Securities, Inc
    Woodstock, GA
  • 03/2019 → 06/2021
    Elite Retirement Advisors,Llc
    Winter Haven, FL
  • 06/2019 → 05/2021
    World Equity Group,Inc.
    Winter Haven, FL
  • 03/2022 → 06/2023
    Retirement Resources Of Central Florida
    Winter Haven, FL
  • 06/2023 → Present
    Amerity Financial
    Winter Haven, FL
  • 06/2023 → Present
    Amerity Wealth Management
    Winter Haven, FL
Previous Registrations
  • 2006-02-07 → 2023-12-31
    Pearce Financial
    Winter Haven, FL
    Winter Haven, FL
  • 2018-01-29 → 2018-08-14
    The Retirement Group, Llc
    Winter Haven, FL
    San Diego, CA
  • 2013-10-22 → 2017-12-31
    The Retirement Group, Llc
    San Diego, CA
    Winter Haven, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-05
S63 Uniform Securities Agent State Law Examination 1985-01-23
  • S65 Uniform Investment Adviser Law Examination
    1998-08-05
  • S63 Uniform Securities Agent State Law Examination
    1985-01-23

View on SEC IAPD

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