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4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-17 |
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