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Current Employers
Accurate Wealth Management, Llc

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-08-02
FL RA APPROVED 2024-07-25
TX RA APPROVED 2024-07-16
  • MA RA
    APPROVED
    Since 2024-08-02
  • FL RA
    APPROVED
    Since 2024-07-25
  • TX RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2005 → Present
    Mcguire Financial Services, Inc.
    West Yarmouth, MA
  • 01/2010 → 12/2018
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 09/2011 → 07/2021
    Strategic Tax Advisor Resources, Inc.
    W. Yarmouth, MA
  • 10/2022 → Present
    Aag Capital, Inc.
    Wesley Chapel, FL
  • 01/2024 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
Previous Registrations
  • 2018-12-07 → 2024-10-01
    Mcguire Financial Services, Inc.
    West Yarmouth, MA
  • 2010-02-04 → 2018-12-12
    Global Financial Private Capital, Inc.
    West Yarmouth, MA
    Sarasota, FL
  • 2008-06-05 → 2010-02-26
    West Yarmouth, MA
  • 2006-11-06 → 2008-06-06
    Workman Securities Corporation
    West Yarmouth, MA
    West Yarmouth, MA
  • 2005-01-05 → 2005-12-31
    Investors Capital Corp.
    West Yarmouth, MA
    Lynnfield, MA
  • 2000-05-04 → 2004-12-31
    Eastern Point Advisors Inc.
    W. Yarmouth, MA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-17
S65 Uniform Investment Adviser Law Examination 2007-02-26
  • S63 Uniform Securities Agent State Law Examination
    2022-12-17
  • S65 Uniform Investment Adviser Law Examination
    2007-02-26

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