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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-14 |
Branch Locations
248 Singleton Road Unit 37, Wesley Chapel, FL 33544 • United States
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
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 |
|---|---|---|---|---|
| Traverse Partners, Llc (Fka Hutchby & Yates, Llc) | Mooresville | NC | 11/2005 | 01/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2011 | Present |
| Greerwalker Wealth Llc | Charlotte | NC | 11/2020 | 01/2023 |
| Choreo, Llc | Charlotte | NC | 02/2023 | 04/2026 |
| Accurate Wealth Management | Wesley Chapel | FL | 04/2026 | Present |
ACCURATE WEALTH MANAGEMENT-RIA. Advisor. Start 4/22/2026. At registered branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-23 |
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