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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-28 |
| IL | RA | APPROVED | 2022-06-10 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
405 Illinois Avenue Suite 2A, St. Charles, IL 60174 • United States
611 Ozier Dr, Batavia, IL 60510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-01-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhodes Capital Management, Inc. | Batavia | IL | 01/2012 | Present |
| Elite Investment Team Llc | San Diego | CA | 09/2019 | 12/2020 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 01/2021 | Present |
1. RHODES CAPITAL MANAGEMENT, INC., investment related, Batavia, IL, Registered Investment Adviser, Owner/Investment Adviser Representative, Start Date 01/2012, approximately 240 hours per month with 162.5 hours during securities trading hours 2. ACCURATE WEALTH MANAGEMENT, LLC; investment-related; Batavia, IL; Registered Investment Adviser, Representative; May 24, 2022; 20/week;20h;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-11 |
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