Felix M. Tankersley

BMSS WESSON WEALTH SOLUTIONS

Birmingham, AL 35243

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CRD#: 2807435

Professional summary

Felix Marcus Tankersley III, CFP®, who also goes by Tank Tankersley III, Tank Tankersley, is a registered financial advisor currently at BMSS WESSON WEALTH SOLUTIONS located in Birmingham, Alabama.

Felix is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Felix has worked at 9 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tank Tankersley Iii | Tank Tankersley

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felix Marcus Tankersley III'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

August 3, 2018 - Present

BMSS WESSON WEALTH SOLUTIONS

Office #1: 3500 Colonnade Parkway Suite 150, Birmingham, AL 35243

RIA

CRD#: 282792

Birmingham, AL

Past

August 30, 2017 - August 6, 2018

ONEASCENT FINANCIAL SERVICES LLC

RIA

CRD#: 284549

Birmingham, AL

Past

June 29, 2017 - August 30, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

Birmingham, AL

Past

June 29, 2017 - August 30, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

Birmingham, AL

Past

August 28, 2007 - August 7, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BIRMINGHAM, AL

Past

August 28, 2007 - August 7, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BIRMINGHAM, AL

Past

June 7, 2005 - December 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

April 9, 2003 - February 8, 2005

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

January 13, 1999 - September 29, 1999

STERNE, AGEE & LEACH, INC.

CRD#: 791

BIRMINGHAM, AL

Past

September 17, 1997 - January 22, 1999

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

March 31, 1997 - September 17, 1997

LINK INVESTMENT SERVICES, INC.

CRD#: 33367

Past

October 15, 1996 - April 4, 1997

PFIC SECURITIES CORPORATION

CRD#: 34941

FRANKLIN, TN

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".

BMSS WESSON WEALTH SOLUTIONS

BMSS WESSON WEALTH SOLUTIONS | BMSS WESSON WEALTH SOLUTIONS, LLC

CRD#: 282792 / SEC#: 801-118944

RIA

Registered Investment Advisory firm - (6/19/2020 Approved)

Alabama

Registered Investment Advisory firm - (6/23/2020 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

Alabama
(8/3/2018)

IAR

Texas
(3/7/2025)

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 66

Date: 3/2/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/3/2003

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/19/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/1996

General Securities Representative Examination

Current Firm

BMSS WESSON WEALTH SOLUTIONS

BMSS WESSON WEALTH SOLUTIONS | BMSS WESSON WEALTH SOLUTIONS, LLC

CRD#: 282792 / SEC#: 801-118944

RIA

Registered Investment Advisory firm - (6/19/2020 Approved)

Alabama

Registered Investment Advisory firm - (6/23/2020 Terminated)

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Contact information

Main Address

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243

Mailing Address

Phone number

(205) 982-5555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BMSS WESSON WEALTH SOLUTIONS FIRM BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts	990
AUM (Assets Under Management)	$ 577,106,486

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.

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Advisor Monitoring

Firm Stability Insights

Felix M. Tankersley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felix Marcus Tankersley III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEASCENT FINANCIAL SERVICES LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

STERNE, AGEE & LEACH, INC.

FISERV INVESTOR SERVICES, INC.

LINK INVESTMENT SERVICES, INC.

PFIC SECURITIES CORPORATION

Primary Firm SEC Registration

BMSS WESSON WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2015

Series 63

Date: 6/3/2003

Series 65

Date: 10/19/1999

SIE

Date: 8/30/2017

Series 7

Date: 10/14/1996

Current Firm

BMSS WESSON WEALTH SOLUTIONS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BMSS WESSON WEALTH SOLUTIONS

TRUST BUT VERIFY

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