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Current Employers
Accurate Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-09-04
  • FL RA
    APPROVED
    Since 2019-09-04

Branch Locations

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

783 South Orange Ave. Ste 205, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Taylor & Cordes Associates, Inc Sarasota FL 11/2007 Present
Aegis Capital Corp Sarasota FL 07/2015 06/2017
G.F. Investment Services Sarasota FL 06/2017 04/2019
Global Financial Private Capital, Llc Sarasota FL 06/2017 04/2019
Bertelsen And Taylor Asset Management, Llc Sarasota FL 06/2017 Present
Intervest International Sarasota FL 04/2019 07/2019
Accurate Wealth Management, Llc Sarasota FL 08/2019 Present
Aag Capital Inc Wesley Chapel FL 03/2026 Present
  • 11/2007 → Present
    Taylor & Cordes Associates, Inc
    Sarasota, FL
  • 07/2015 → 06/2017
    Sarasota, FL
  • 06/2017 → 04/2019
    G.F. Investment Services
    Sarasota, FL
  • 06/2017 → 04/2019
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 06/2017 → Present
    Bertelsen And Taylor Asset Management, Llc
    Sarasota, FL
  • 04/2019 → 07/2019
    Intervest International
    Sarasota, FL
  • 08/2019 → Present
    Sarasota, FL
  • 03/2026 → Present
    Aag Capital Inc
    Wesley Chapel, FL
Previous Registrations
  • 2019-04-22 → 2019-09-04
    Intervest International, Inc.
    Colorado Springs, CO
    Sarasota, FL
  • 2017-06-20 → 2019-04-23
    Global Financial Private Capital, Inc.
    Sarasota, FL
    Sarasota, FL
  • 2015-06-17 → 2017-06-15
    Sarasota, FL
    New York, NY
  • 2010-07-12 → 2015-06-17
    Jhs Capital Advisors, Llc
    Tampa, FL
    Sarasota, FL
  • 2008-05-12 → 2010-07-13
    Sarasota, FL
Other Businesses

1) MICHAEL SAUNDERS & CO., 61 S. BLVD OF THE PRESIDENTS SARASOTA, FL 34236; BROKER/ASSOCIATE; REAL ESTATE; START DATE: 2005; 0 HOURS PER MONTH DEVOTED TO BUSINESS 2)IMPACT PARTNERSHIP: 3550 GEORGE BUSBEE PKWY NW , GA 30144 - FIXED ANNUITIES AND LIFE INSURANCE YES INVESTMENT RELATED . POSITION IS AGENT - START DATE 6/17/2017 - Paid commissions on business submitted (10 hours per week) 3) Accurate Advisory Group Yes investment related 2211 Ashley Oaks Circle Wesley Chapel, FL 33544 Since August 2019 Licensed Agent Fixed annuities and Life Insurance sales 10-15 hrs. a week Solving income and Life insurance needs for clients. 4) ACCURATE WEALTH MANAGEMENT, WESLEY CHAPEL FL, INVESTMENT ADVISER REPRESENTATIVE, 10-20 HRS/MO, INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-22
  • S66 Uniform Combined State Law Examination
    2008-01-22
Designations
Other Names
  • Trevor T Taylor
  • Trevor Taliaferro Taylor

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