Paul James O'GRady

Current Employers

Employment History

• 05/2010 → 03/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 08/2016 → Present
  Clean Juice Llc, Dba Juice Life
  Tampa, FL
• 03/2018 → Present
  Truadvice, Llc Dba Accurate Advisory Group
  Wesley Chapel, FL
• 05/2001 → Present
  Accurate Advisory Group
  Wesley Chapel, FL
• 08/2018 → Present
  Accurate Wealth Management, Llc
  Wesley Chapel, FL

Previous Registrations

• 2018-03-21 → 2020-03-02
  Truadvice Llc
  Wesley Chapel, FL
  Sarasota, FL
• 2010-05-14 → 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

O'Grady Investment Properties 1, LLC,9/15/2011, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 O'Grady Investment Properties 2, LLC,9/23/2011, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 PGR Holdings, LLC,1/20/2006, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Carson Street Properties, LLC,9/20/2013, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Carson NFP, LLC,12/16/2013, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Seven Oaks Plaza, LLC,10/24/2013, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 PHK Properties, LLC,9/10/2013, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 DO Capital Grp, LLC,10/8/2014, Real Estate,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Clean Juice, LLC DBA Juice Life,8/25/2016, Food & Beverage Retail Storefront,VP, not actively managing, profits of the LLC,0%, 14818 Lake Magdalene Circle Tampa, FL 33613 uShipIt, LLC,7/10/2018, Shipping,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Go Hawk Racing, LLC,5/9/2018, Racing,Member, not actively managing, profits of the LLC,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 335441 Paul O'Grady, 9/21/2018, Real Estate,Owner, not actively managing profits from the Plaza,0%, 2211 Ashley Oaks Cir Wesley Chapel, FL 33544 Accurate Wealth Management, LLC,7/21/2014, Pending RIA,Member, Sales, profits of the LLC,0%, 2211 Ash Member; Medical Funding Solutions, LLC; Investment Related:No; Loc:2211 Ashley Oaks Cir, Wesley Chapel, FL 33544; Desc of the business:Funding medical solutions; Responsibilities Duties:Passive member; Start date:2019-08-26; Hrs devoted outside trading hrs:2; % total yearly comp:5 Member; Funding Partner, LLC; Investment Related:No; Loc:2211 Ashley Oaks Cir, Wesley Chapel, FL 33544; Desc of the business:Funding partners; Responsibilities Duties:Passive member; Start date:2019-08-26; Hrs devoted to outside trading hrs:2; % total yearly comp:5 Member; PTJMP Investments, LLC; Investment related:Yes; Loc:1005 TARAY DE AVILA, TAMPA, FL, 33613; Desc of the business:PTJMP Investments; Responsibilities Duties:Owner; Start date:2020-01-23; Hrs devoted to business outside trading hrs:2; % total yearly comp:5 Dir of Investment Strategy; Accurate Sports Management, LLC; Investment Related:Yes; Loc:2211 ASHLEY OAKS CIR, WESLEY CHAPEL, FL, 33544; Desc of the business:FULL SERVICE SPORTS AGENCY FOCUSED ON PLAYER DEVELOPMENT; Responsibilities Duties:Come up with different investment strategies; Start date:2019-01-23; Hrs devoted outside trading hrs:2; % total yearly comp:5 Member; American Life Care Planning, LLC; Investment Related:Yes; Location:13907 CARROLLWOOD VILLAGE RUN TAMPA, FL 33618; Desc of the business:Life Care Planning; Responsibilities Duties:Passive owner; Start date:2019-06-12; Hrs devoted outside trading hrs:2; % total yearly comp:5 SURG-ASSIST MEDICAL COLLECTIONS SPV 1, LLC, medical receivables funding. owner, 10-20 hrs./mo, non investment related, Wesley Chapel, FL Sr. Wealth Advisor & Owner; Accurate Advisory Group Inc; Investment Related:No; Loc:2211 Ashley Oaks Cir Wesley Chapel, FL 33544; Desc of the business:Insurance agency; Responsibilities Duties:Insurance agent; Start date:2015-02-01; Hrs business outside trading hrs:2; % total yearly comp:5 AAG Capital Holdings - Member/Owner since 7/2020 AAG Capital Inc. - Member/Owner since 1/2021

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-17