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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-15 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
5577 Broadcast Court, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truadvice, Llc | Sarasota | FL | 06/2020 | 12/2023 |
| Us Steel | Lorain | OH | 03/2012 | 06/2020 |
| Bison Advisors | Hartwell | GA | 12/2023 | 11/2024 |
| Accurate Wealth Management | Wesley Chapel | FL | 01/2025 | Present |
1. the name of the other business - Color Street 2. whether the business is investment-related - No 3. the address of the other business - 922 Riverview Drive, Totowa, NJ, 07512 4. the nature of the other business - Selling nail polish strips, hand and nail care products, along with makeup. 5. your position, title, or relationship with the other business - Stylist 6. the start date of your relationship - 11/29/2022 7. the approximate number of hours/month you devote to the other business - 30 8. the number of hours you devote to the other business during securities trading hours - 0 9. briefly describe your duties relating to the other business - Promoting and selling products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-29 |
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