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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-02 |
| FL | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-07-16 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
349 Main Street Unit C, West Yarmouth, MA 02673 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcguire Financial Services, Inc. | West Yarmouth | MA | 07/2005 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 01/2010 | 12/2018 |
| Strategic Tax Advisor Resources, Inc. | W. Yarmouth | MA | 09/2011 | 07/2021 |
| Aag Capital, Inc. | Wesley Chapel | FL | 10/2022 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 01/2024 | Present |
1. MCGUIRE FINANCIAL SERVICES, INC./W. YARMOUTH, MA 02673/OWNER/INVESTMENT RELATED/SINCE 2005/INSURANCE SALES/CONSULT WITH CUSTOMERS IN DETERMINING NEEDS FOR AND SALES OF FIXED INSURANCE/30 HOURS PER MONTH DEVOTED 2. YARMOUTH AREA CHAMBER OF COMMERCE(FINANCE COMMITTEE) - COMMITTEE ESTABLISHED TO REVIEW, MONITOR, AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING FINANCES OF THE CHAMBER - START DATE 7/14/2016 - NON INVESTMENT-RELATED - 1 HOUR SPENT PER MONTH. 3. 349 MAIN STREET CONDO TRUST - 349 MAIN ST. UNIT C, W.YARMOUTH MA 02673 - REAL ESTATE TRUST - TRUSTEE OVERSEEING MANAGEMENT OF BUSINESS CONDO UNITS - START DATE 1/31/2017 - NON INVESTMENT-RELATED - 1 TO 2 HOURS SPENT PER MONTH. 4. BAM BAM LLC, 349 MAIN ST. UNIT C, W.YARMOUTH MA 02673 - OWNER/PRESIDENT - OVERSEE MANAGEMENT OF RENTAL REAL ESTATE - START DATE 2/17/2015 - NON INVESTMENT-RELATED - 2 HOURS SPENT PER MONTH. 5. AAG CAPITAL INC., W. YARMOUTH MA - REGISTERED REPRESENTATIVE - START DATE 10/2022 - INVESTMENT RELATED - 8 HOURS SPENT PER MONTH 6. MCGUIRE FINANCIAL SERVICES, INC./W. YARMOUTH, MA - IAR - START DATE 12/2018 - INVESTMENT RELATED - 100+ HOURS SPENT PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2007-02-26 |
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