Dawn Annette Steinert

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	2025-08-01

FL RA
APPROVED

Since 2025-08-01

Branch Locations

333 S. Tamiami Trail Suite 387, Osprey, FL 34229 • United States

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

Organization	City	State	From	To
Global Financial Private Capital	Sarasota	FL	06/2015	04/2019
The Sleight Group	Sarasota	FL	04/2017	12/2017
Citypark Financial Llc	Osprey	FL	12/2017	Present
J.W. Cole Advisors, Inc.	Tampa	FL	04/2019	07/2025
Accurate Wealth Management	Wesley Chapel	FL	06/2025	Present

06/2015 → 04/2019

Global Financial Private Capital

Sarasota, FL
04/2017 → 12/2017

The Sleight Group

Sarasota, FL
12/2017 → Present

Citypark Financial Llc

Osprey, FL
04/2019 → 07/2025

J.W. Cole Advisors, Inc.

Tampa, FL
06/2025 → Present

Accurate Wealth Management

Wesley Chapel, FL

Previous Registrations

2019-05-17 → 2025-07-30

J. W. Cole Advisors, Inc.

Osprey, FL

Tampa, FL
2015-08-31 → 2019-05-21

Global Financial Private Capital, Inc.

Sarasota, FL

Sarasota, FL

Osprey, FL

Sarasota, FL

Other Businesses

(1) CITYPARK FINANCIAL LLC; OSPREY, FL 34229 ;START DATE 12/2017; INSURANCE AND ANNUITY; SALES; 200 HRS PER MONTH; OWNER/FOUNDER/ADVISOR. (2) Lemon Bay High School; Not investment related; 2201 Placida Rd, Englewood, FL 34224; Head High School volleyball; Hold practices and games in the evenings after trading hours; Start 1/1/24; 0 hours spent during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-07-09

S65 Uniform Investment Adviser Law Examination

2015-07-09

Other Names

Dawn Steinert

View on SEC IAPD