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Current Employers
Accurate Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-03
FL RA APPROVED 2023-11-02
  • NC RA
    APPROVED
    Since 2024-01-03
  • FL RA
    APPROVED
    Since 2023-11-02

Branch Locations

5577 Broadcast Ct., Sarasota, FL 34240 • United States

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2015 → 05/2017
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 12/2015 → 05/2017
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 05/2017 → 11/2018
    Sii
    Tampa, FL
  • 11/2018 → 10/2023
    Royal Alliance Associates, Inc.
    Tampa, FL
  • 10/2023 → Present
    Aag Capital
    Wesley Chapel, FL
  • 10/2023 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
Previous Registrations
  • 2018-11-02 → 2023-11-01
    Tampa, FL
  • 2017-05-24 → 2018-11-02
    Signator Investors, Inc.
    Tampa, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-20
S63 Uniform Securities Agent State Law Examination 2002-03-13
  • S66 Uniform Combined State Law Examination
    2017-05-20
  • S63 Uniform Securities Agent State Law Examination
    2002-03-13
Other Names
  • Meredith Baker Freeman
  • Meredith Baker Freeman
  • Meredith Baker Freeman
  • Meredith Baker Freeman

View on SEC IAPD

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