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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-25 |
| NY | RA | APPROVED | 2022-10-05 |
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 |
|---|---|---|---|---|
| Self Employed | Tampa | FL | 08/2003 | Present |
SELF EMPLOYED INSURANCE SALES; ACCURATE HEALTH & FINANCIAL SERVICES, INC. 10229 QUAILS LANDING AVE, TAMPA, FL; START 1995; 60HR/MO; 5HRS DURING TRADING, NON INVESTMENT RELATED; ACCURATE ADVISORY GROUP, INSURANCE BROKER, OWNER, 40 HRS/WK, 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL FL. FUNDING PARTNERS, LLC, MANAGING MEMBER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL, FL, 1 HR/MO. MEDICAL FUNDING SOLUTIONS, LLC, MANAGING MEMBER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL, FL, 1 HR/MO. SURG-ASSIST MEDICAL COLLECTIONS SPV 1, LLC, OWNER, MEDICAL RECEIVABLES FACTORING, WESLEY CHAPEL FL, 1 HR/MO.; ACCURATE WEALTH MANAGEMENT, WESLEY CHAPEL FL, 10-20 HRS/MONTH, INVESTMENT ADVISOR REPRESENTATIVE, INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-08 |
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