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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-08 |
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 |
|---|---|---|---|---|
| Accurate Wealth Management, Llc | Wesley Chapel | FL | 09/2020 | Present |
| Lokation Real Estate | Pompano Beach | FL | 06/2015 | Present |
| Accurate Sports Management | Wesley Chapel | FL | 02/2019 | Present |
| Accurate Advisory Group | Wesley Chapel | FL | 05/2020 | Present |
| Aag Capital, Inc | Wesley Chapel | FL | 03/2022 | Present |
Insurance Sales - 2-14 licensed insurance agent with Accurate Advisory Group commissions based off production Licensed Real Estate Sales (LoKation Real Estate) - I receive commissions based off production Sports Agent (Accurate Sports Management) - Paid on a percentage of signing bonuses and contracts negotiated Schwarber's Neighborhood Heroes - member of the board for charitable organization. Receive no compensation Investment advisor representative, Accurate Wealth Management, LLC, Wesley Chapel, FL 20-30 hrs/wk, investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
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