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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-15 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • 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 |
|---|---|---|---|---|
| Global Financial Private Capital | Sarasota | FL | 03/2011 | 04/2019 |
| Accurate Advisory Group | Wesley Chapel | FL | 06/2015 | 05/2018 |
| Drew Capital Group, Llc | Lutz | FL | 05/2018 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 09/2021 |
| Advisory Services Network, Llc | Atlanta | GA | 09/2021 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 05/2023 | Present |
1) DREW CAPITAL GROUP - INSURANCE AGENT - CONDUCT SEMINARS, SERVICE CLIENTS, RUN CLIENT MEETINGS, SCHEDULE APPOINTMENTS FOR CLIENT REVIEWS - START DATE 6/2015 - SPEND ABOUT HALF OF MY TIME INVOLVED WITH THIS BUSINESS ACTIVITY. INVESTMENT RELATED ACTIVITY. 2) DITRANI PROPERTIES - NON-INVESTMENT RELATED - 5090 36th AVE N ST PETERSBURG, FL - BUYING AND SELLING HOMES - PRESIDENT/OWNER - 10/1/2019 - 10-15 HRS PER MONTH - 5-7 DURING TRADING HRS - REHAB HOMES. NOT AN INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-13 |
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