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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Tampa | FL | 07/2016 | 04/2020 |
| National Securities Corporation | Tampa | FL | 04/2020 | 07/2022 |
| B. Riley Wealth Advisors | Tampa | FL | 04/2020 | 08/2024 |
| B. Riley Wealth Management | Tampa | FL | 07/2022 | 08/2024 |
| Aag Capital, Inc. | Tampa | FL | 08/2024 | Present |
| Accurate Wealth Management, Llc | Wesley Chapel | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-02 |
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