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Advisor at AMERITY WEALTH MANAGEMENT, LLC
Naples, FL | Miami, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AMERITY WEALTH MANAGEMENT, LLC | Independent wealth | Jul 26, 2023 | n/a | yes | Miami, FL|Naples, FL | Current employment |
| SKYBOUND WEALTH USA | Independent wealth | May 12, 2021 | Aug 29, 2023 | no | HOUSTON, TX | Previous registration |
| BEACON GLOBAL ADVISOR NETWORK, LLC | Independent wealth | Jul 11, 2017 | Apr 28, 2021 | no | Miami, FL | Previous registration |
| BRITE ADVISORS USA, INC. | Former SEC adviser | Jul 29, 2015 | Mar 29, 2017 | no | NEW YORK, NY|MIAMI, FL|Miami, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SKYBOUND WEALTH USA | AMERITY WEALTH MANAGEMENT, LLC | Aug 29, 2023 | Jul 26, 2023 | -34 | Firm change after gap | RIA to RIA |
| BEACON GLOBAL ADVISOR NETWORK, LLC | SKYBOUND WEALTH USA | Apr 28, 2021 | May 12, 2021 | 14 | Firm change | RIA to RIA |
| BRITE ADVISORS USA, INC. | BEACON GLOBAL ADVISOR NETWORK, LLC | Mar 29, 2017 | Jul 11, 2017 | 104 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288833:313358:FL:2021-04-28 | Apr 28, 2021 | May 12, 2021 | MIAMI, FL | Firm change |