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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| FL | RA | APPROVED | 2020-02-19 |
| TN | RA | APPROVED | 2019-08-29 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
1616 Westgate Circle, Brentwood, TN 37027 • 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 |
|---|---|---|---|---|
| Robert Scott Wealth Solutions | Franklin | TN | 08/1990 | Present |
| Global Financial Private Capital | Sarasota | FL | 01/2011 | 05/2018 |
| Truadvice, Llc | Sarasota | FL | 05/2018 | 08/2019 |
| Accurate Wealth Management, Llc | Franklin | TN | 08/2019 | Present |
| Robert Scott Wealth Solutions | Franklin | TN | 01/2000 | Present |
1) ROBERT SCOTT and Associates INSURANCE SALES 2592 SNOWBIRD HOLLOW RD FRANKLIN TENN. OWNER 5-15 HRS A WEEK spent 2) Occasionally sell paintings (landscapes and still life's) that are personally painted. 5-15 HRS A WEEK spent. 2592 SNOWBIRD HOLLOW RD, FRANKLIN, TN 3) ACCURATE WEALTH MANAGEMENT, WESLEY CHAPEL, FL, INVESTMENT ADVISOR REPRESENTATIVE, 1-20 HRS/MO, INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-17 |
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