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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 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02

Branch Locations

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • 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
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
  • 07/2016 → 04/2020
    Tampa, FL
  • 04/2020 → 07/2022
    National Securities Corporation
    Tampa, FL
  • 04/2020 → 08/2024
    B. Riley Wealth Advisors
    Tampa, FL
  • 07/2022 → 08/2024
    B. Riley Wealth Management
    Tampa, FL
  • 08/2024 → Present
    Aag Capital, Inc.
    Tampa, FL
  • 08/2024 → Present
    Wesley Chapel, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-02
  • S66 Uniform Combined State Law Examination
    2008-02-02
Designations

View on SEC IAPD

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