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Current Employers
Accurate Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-11-08
  • FL RA
    APPROVED
    Since 2018-11-08

Branch Locations

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
Gf Investment Services, Llc Sarasota FL 02/2009 03/2018
Global Financial Private Capital Sarasota FL 06/2013 03/2018
Accurate Advisory Group Wesley Chapel FL 01/2005 Present
Truadvice, Llc Dba Accurate Advisory Group Wesley Chapel FL 03/2018 Present
Accurate Wealth Management, Llc Wesley Chapel FL 08/2018 Present
  • 02/2009 → 03/2018
    Gf Investment Services, Llc
    Sarasota, FL
  • 06/2013 → 03/2018
    Global Financial Private Capital
    Sarasota, FL
  • 01/2005 → Present
    Accurate Advisory Group
    Wesley Chapel, FL
  • 03/2018 → Present
    Truadvice, Llc Dba Accurate Advisory Group
    Wesley Chapel, FL
  • 08/2018 → Present
    Wesley Chapel, FL
Previous Registrations
  • 2018-03-16 → 2020-03-02
    Truadvice Llc
    Wesley Chapel, FL
    Sarasota, FL
  • 2013-08-09 → 2018-03-29
    Global Financial Private Capital, Inc.
    Wesley Chapel, FL
    Sarasota, FL
  • 2015-02-10 → 2015-05-11
    Accurate Wealth Management, Llc
    West Chappel, FL
Other Businesses

1) USHIPIT, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - SHIPPING CO. - PASSIVE OWNER SINCE 7/2018, NO DUTIES OR OBLIGATIONS - 0 HRS/MO - PROFITS - NO COMPENSATION TO DATE 2) ACCURATE WEALTH MANAGEMENT, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - INVESTMENT ADVISORY FIRM - ADVISOR/OWNER/PRESIDENT SINCE 9/2018 - APPROX 80 HRS/MO - FEES 3) PASSIVE REAL ESTATE INVESTMENTS - GOTSIS INVESTMENT PROPERTIES 1 THRU 7 - VARIOUS REAL ESTATE LLC's TO HOLD AND MANAGE REAL ESTATE INVESTMENTS - MEMBER SINCE 10/2013 - < 1 HR/MO - RENTAL INCOME 4) GCLA INVESTMENTS, LLC 2620 TYLERS RIVER RUN, LUTZ, FL 33559 - INSURANCE AGENT/MEMBER SINCE 1/2019 - APPROX 0 HRS/MO - COMMISSIONS 5) MEDICAL FUNDING SOLUTIONS, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - RECEIVABLE FACTORING - INVESTOR/MEMBER SINCE 8/2019 - 0 HRS/MO - 0 COMPENSATION, PROFITS PASS THROUGH TO FUNDING PARTNERS, LLC 6) FUNDING PARTNERS, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - ESTABLISHED TO INVEST IN MEDICAL FUNDING SOLUTIONS, LLC - INVESTOR/MEMBER SINCE 8/2019 - 0 HRS/MO - PROFITS 7) ACCURATE SPORTS MANAGEMENT, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - MARKETING CO. - OWNER/MEMBER SINCE 1/2019 - 0 HRS/MO - NO COMPENSATION 8) AAG CAPITAL HOLDINGS, LLC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - ESTABLISHED FOR FUTURE BUSINESS INVESTMENT OPPORTUNITIES - MEMBER SINCE 7/2020 - 0 HRS/MO - NO COMPENSATION 9) CAPRI MARKETING, INC. 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - ENTITY FOR RESIDUAL INSURANCE COMMISSIONS - PRESIDENT SINCE 6/2003 - APPROX 1 HR/MO - COMMISSIONS 10) ACCURATE ADVISORY GROUP, INC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - INSURANCE SERVICES - PRESIDENT/AGENT SINCE 2/2005 - APPROX 108 HRS/MO - COMMISSIONS 11) AAG CAPITAL, INC 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - INVESTEMENT RELATED BROKER-DEALER - OWNER-REGISTERED REPRESENTATIVE SINCE 1/2021 - APPROX 2 HR/MO - COMMISSIONS/DISTRIBUTIONS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-13
S63 Uniform Securities Agent State Law Examination 1996-03-26
  • S65 Uniform Investment Adviser Law Examination
    2013-07-13
  • S63 Uniform Securities Agent State Law Examination
    1996-03-26
Other Names
  • Gus Gotsis

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