Investment adviser representative · Bmss Wesson Wealth Solutions

Felix M. Tankersley III

CRD 2807435 · Birmingham, AL

At a glance

Felix M. Tankersley III is an investment adviser representative with Bmss Wesson Wealth Solutions in Birmingham, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Felix’s SEC record dates to 2007, about 19 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Bmss Wesson Wealth SolutionsSince August 2018Birmingham, AL · $704M in regulatory assets

SEC adviser record

Registered since: 2007 (19 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 65, Series 66
Registered in: 2 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Felix’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 3 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.