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About

David Appleby

About

About

David is an Investment Advisor Representative of Assurity Wealth Management, a State of Florida registered investment advisory firm which he also owns. David proudly served our nation in the United States Air Force and reserves for six years. He has lived in the Bradenton/Sarasota/Tampa area for 30 years.

David has served in the financial industry since 1992. David started Appleby’s Insurance and Financial Services in 1996, He later incorporated in 2002 to BeeSure Services Inc. and BeeSure Wealth Management, Inc. was incorporated in 2007.

David has been married to his wife Monica for almost 25 years and has two children Charmaine and Roman.

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Assurity Wealth Management, Inc. is a registered investment adviser, duly registered with the State of Florida and the State of Louisiana in accordance and compliance with applicable securities laws and regulations. The firm may only transact business in states in which it is properly registered as an investment adviser or in which it is exempted or excluded from the registration requirement. Assurity Wealth Management, Inc. does not render personalized investment advice over the internet. In no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services.

assurity wealth bradenton

(941) 739-5006

David Appleby

Assurity Wealth Management

Located in Assurity Plaza
2429 Manatee Ave East, unit #1
Bradenton, Florida 34208

© Copyright 2023 Assurity Wealth, David Appleby • Bradenton, Florida. All Rights Reserved.
Assurity Wealth Management (AWM) is an investment adviser dually licenses in the states of Louisiana and Florida. AWM only transacts business in states where it is registered, or where an exemption or exclusion from registration is available. Registration as an investment adviser does not constitute an endorsement of the firm by the State of Florida, nor does it indicate a particular level of skill or ability. Past performance is not indicative of future results, and investors should realize that investing in securities involves risk of loss. Money invested in securities is not guaranteed against such loss by any governmental or non-governmental organization. AWM is not a law firm and does not give legal advice. Insurance products are offered through Assurity Financial Group, an affiliated entity of AWM.  Tax advice is offered through BeeSure Tax Advisors, a professional tax practice affiliated with AWM.
More information about AWM’s investment advisory services can be found in its Form ADV Part 2 and Privacy Policy.
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