Best Investors Account Sign in
Inactive

Daniel Martyn Leigh

Amerity Wealth Management, LLC

Cheltenham

Claim This Profile
Current Employers
Amerity Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-01
  • TX RA
    APPROVED
    Since 2024-08-01

Branch Locations

Cheltenham • 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
OrganizationCityStateFromTo
Skybound Wealth Management, Llc Miami FL 08/2017 09/2023
Devere Usa Miami FL 05/2015 04/2017
Amerity Wealth Management, Llc Cheltenham 08/2024 Present
Personal Development And Study Miami FL 04/2017 07/2017
Personal Development And Study Cheltenham 10/2023 07/2024
Amerity Financial Llc Miami FL 07/2023 Present
Alexander Peter Wealth Management Cheltenham 08/2024 Present
  • 08/2017 → 09/2023
    Skybound Wealth Management, Llc
    Miami, FL
  • 05/2015 → 04/2017
    Devere Usa
    Miami, FL
  • 08/2024 → Present
    Cheltenham
  • 04/2017 → 07/2017
    Personal Development And Study
    Miami, FL
  • 10/2023 → 07/2024
    Personal Development And Study
    Cheltenham
  • 07/2023 → Present
    Amerity Financial Llc
    Miami, FL
  • 08/2024 → Present
    Alexander Peter Wealth Management
    Cheltenham
Other Businesses

Vegan Brit LLC - not investment related - Delaware filed LLC - nature of the business is business development services, position is as a Member and owner, business started 04/11/2023 - at this time no hours are devoted to the business during securities trading hours and my duties are maintaining the entity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-17
  • S65 Uniform Investment Adviser Law Examination
    2024-07-17

View on SEC IAPD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor