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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-18 |
| FL | RA | APPROVED | 2024-06-24 |
| AL | RA | APPROVED | 2024-06-20 |
| PA | RA | APPROVED | 2024-06-20 |
Branch Locations
Saint Petersburg, FL • United States
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clearwater | FL | 02/2014 | 09/2021 |
| Lpl Financial Llc | Saint Petersburg | FL | 09/2021 | 06/2024 |
| Aag Capital Inc | Wesley Chapel | FL | 06/2024 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 06/2024 | Present |
1)9/2021- Integrity Wealth- DBA - inv. related- Tampa, FL 2) 9/2021- Nathan Helms LLC- Business Entity For Tax/Investment Purposes Only- inv. related- St. Petersburg, FL- start date 3/31/2021 3) 9/2021- Nathan Helms Inc - Business Entity For Tax/Investment Purposes Only- inv. related- St. Petersburg, FL- start date 3/31/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
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