Dawn M. Bond

AMERITY WEALTH MANAGEMENT

Peachtree City, GA 30269

Some features on this profile are disabled

CRD#: 2314167

Professional summary

Dawn May Bond, who also goes by Dawn M Binstock, is a registered financial advisor currently at AMERITY WEALTH MANAGEMENT, LLC located in Peachtree City, Georgia.

Dawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Dawn has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dawn M Binstock

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Amerity Financial - 4740 Cleveland Heights Blvd Suite 5, Lakeland, FL 33813: Insurance Marketing Organization, position - insurance agent, SPENDS less than 10% TIME, NON-INVESTMENT RELATED, duties and responsibilities - insurance agent activities, start date 9/6/2020 to present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn May Bond's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 13, 2022 - Present

AMERITY WEALTH MANAGEMENT, LLC

Office #1: 401 Westpark Court Suite 200, Peachtree City, GA 30269

RIA

CRD#: 322265

Peachtree City, GA

Past

October 21, 2019 - May 5, 2023

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA

CRD#: 288833

ATLANTA, GA

Past

August 23, 2005 - October 14, 2019

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

ATLANTA, GA

Past

December 19, 2001 - December 31, 2003

PERRYMAN SECURITIES, INC.

CRD#: 116502

DALLAS, TX

Past

June 14, 1999 - October 23, 2001

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

October 7, 1998 - December 10, 1998

SPECIALIZED INVESTMENTS DIVISION

CRD#: 45351

ATLANTA, GA

Past

August 31, 1998 - December 31, 1998

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

Past

July 19, 1994 - October 21, 1998

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

May 26, 1993 - July 18, 1994

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITY WEALTH MANAGEMENT, LLC

ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US

CRD#: 322265 / SEC#: 801-127745

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (10/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/10/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/25/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/17/1994

General Securities Principal Examination

Current Firm

AMERITY WEALTH MANAGEMENT, LLC

ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US

CRD#: 322265 / SEC#: 801-127745

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (10/25/2023 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813

Mailing Address

Phone number

(863) 683-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMERITY WEALTH FORM ADV PART 2A (2/24/2025)

Regulatory assets under management

Total Number of Accounts	1,138
AUM (Assets Under Management)	$ 277,340,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

David Carrow

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Rochester, MN

Pietro Lombardi

FALCON WEALTH PLANNING, INC.

IAR

Irvine, CA

Jeremiah Nolen

NEXT PHASE ADVISORS

IAR

Cullman, AL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dawn M. Bond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn May Bond's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON GLOBAL ADVISOR NETWORK, LLC

COMMONWEALTH FINANCIAL NETWORK

PERRYMAN SECURITIES, INC.

MOMENTUM INDEPENDENT NETWORK INC.

SPECIALIZED INVESTMENTS DIVISION

KEOGLER, MORGAN & COMPANY, INC.

FSC SECURITIES CORPORATION

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

AMERITY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/1995

Series 63

Date: 1/25/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/25/1993

Series 24

Date: 11/17/1994

Current Firm

AMERITY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERITY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors