Patricia Hagan May

Current Employers

Accurate Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-26

FL RA
APPROVED

Since 2025-12-26

Branch Locations

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

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Stifel Nicolaus & Company, Inc.	Sarasota	FL	12/2008	07/2017
Raymond James Financial Services, Inc.	Lakewood Ranch	FL	07/2017	08/2017
Raymond James Financial Services Advisors Inc.	Lakewood Ranch	FL	08/2017	Present
Accurate Wealth Management, Llc	Wesley Chapel	FL	08/2020	Present

12/2008 → 07/2017

Stifel Nicolaus & Company, Inc.

Sarasota, FL
07/2017 → 08/2017

Raymond James Financial Services, Inc.

Lakewood Ranch, FL
08/2017 → Present

Raymond James Financial Services Advisors Inc.

Lakewood Ranch, FL
08/2020 → Present

Accurate Wealth Management, Llc

Wesley Chapel, FL

Previous Registrations

2017-08-03 → 2020-08-25

Raymond James Financial Services Advisors, Inc

Lakewood Ranch, FL
2009-01-22 → 2017-07-06

Stifel, Nicolaus & Company, Incorporated

Sarasota, FL
2006-02-21 → 2008-12-23

Citigroup Global Markets Inc.

Sarasota, FL

New York, NY
2004-02-23 → 2006-02-21

Legg Mason Wood Walker, Incorporated

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-02-14

S66 Uniform Combined State Law Examination

2002-02-14

Other Names

Patricia Marie Hagan
Patricia H May

View on SEC IAPD

Current Employers

Accurate Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews