Brian Stanley Pearce

Employer firm

Amerity Wealth Management, LLC CRD 322265

$339M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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