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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-22 |
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