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John Joseph Ditrani

Accurate Wealth Management, LLC

Wesley Chapel, FL

Wesley Chapel, FL

CRD 5998704

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Employer firm

Accurate Wealth Management, LLC CRD 298137

$1.71B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Accurate Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-15
TX RA APPROVED 2023-06-06
  • FL RA
    APPROVED
    Since 2025-01-15
  • TX RA
    APPROVED
    Since 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

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
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
  • 03/2011 → 04/2019
    Global Financial Private Capital
    Sarasota, FL
  • 06/2015 → 05/2018
    Accurate Advisory Group
    Wesley Chapel, FL
  • 05/2018 → Present
    Drew Capital Group, Llc
    Lutz, FL
  • 04/2019 → 09/2021
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 09/2021 → Present
    Advisory Services Network, Llc
    Atlanta, GA
  • 05/2023 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
Previous Registrations
  • 2021-09-10 → 2023-05-10
    Lutz, FL
    Atlanta, GA
    Tampa, FL
  • 2019-04-22 → 2021-08-27
    Lutz, FL
    Tampa, FL
  • 2012-03-23 → 2019-04-24
    Global Financial Private Capital, Inc.
    Sarasota, FL
    Sarasota, FL
    St. Petersburg, FL
    Wesley Chapel, FL
    Lutz, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-13
  • S65 Uniform Investment Adviser Law Examination
    2012-02-13
Other Names
  • John Ditrani
  • John Joseph Ditrani

View on SEC IAPD

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