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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-03 |
| FL | RA | APPROVED | 2023-11-02 |
Branch Locations
5577 Broadcast Ct., Sarasota, FL 34240 • United States
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • 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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 01/2015 | 05/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2015 | 05/2017 |
| Sii | Tampa | FL | 05/2017 | 11/2018 |
| Royal Alliance Associates, Inc. | Tampa | FL | 11/2018 | 10/2023 |
| Aag Capital | Wesley Chapel | FL | 10/2023 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 10/2023 | Present |
1)MF FINANCIAL LLC - DBA - owner - 1511 N Westshore Blvd, Suite 1100, Tampa FL 33607 - start date 3/20/2018 2)Accurate Advisory Group POSITION: Investment Adviser Representative conducting securities, investment advisory and insurance under this business name. NATURE: insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/26/2023 ADDRESS: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 United States DESCRIPTION: Sales and marketing of securities, investment advisory and insurance under this business name. 3)Accurate Advisory Group POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/26/2023 ADDRESS: 2211 Ashley Oaks Circle, Wesley Chapel, FL, United States DESCRIPTION: Insurance Broker Fixed Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-13 |
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