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Derek Allen Wilkes

Accurate Wealth Management, LLC

Wesley Chapel, FL

Wesley Chapel, FL

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Current Employers
Accurate Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-17
FL RA APPROVED 2025-09-02
  • WA RA
    APPROVED
    Since 2026-03-17
  • FL RA
    APPROVED
    Since 2025-09-02

Branch Locations

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 06/2015 06/2019
Jpmorgan Chase Bank, N.A. Dallas TX 07/2019 07/2022
Jpmorgan Securities, Llc. Dallas TX 07/2019 07/2022
Ifp Securities Llc Tampa FL 07/2022 08/2025
Independent Financial Partners Tampa FL 07/2022 08/2025
Accurate Wealth Management Wesley Chapel FL 08/2025 Present
Aag Capital, Inc. Wesley Chapel FL 08/2025 Present
Altium Investment Strategies Wesley Chapel FL 08/2025 Present
  • 06/2015 → 06/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Dallas, TX
  • 07/2019 → 07/2022
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 07/2019 → 07/2022
    Jpmorgan Securities, Llc.
    Dallas, TX
  • 07/2022 → 08/2025
    Ifp Securities Llc
    Tampa, FL
  • 07/2022 → 08/2025
    Independent Financial Partners
    Tampa, FL
  • 08/2025 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
  • 08/2025 → Present
    Aag Capital, Inc.
    Wesley Chapel, FL
  • 08/2025 → Present
    Altium Investment Strategies
    Wesley Chapel, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-02
  • S66 Uniform Combined State Law Examination
    2008-06-02
Other Names
  • Derek A Wilkes

View on SEC IAPD

Other Firms

ALTIUM INVESTMENT STRATEGIES LLC
SINGER WEALTH ADVISORS LLC
BRIA CAPITAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.

Other Investors

CLAUDIU A. BARBOS
JONATHAN DAVID HOWARD
BRANDON J CROMER
ROBERT B SCOTT
Kyle M Lonsinger
Ross David Taylor
BRIAN MATTHEW GRECO
Maddison R LONG

Other Offices

ALTIUM INVESTMENT STRATEGIES LLC · WESLEY CHAPEL, FL
SINGER WEALTH ADVISORS LLC · Wesley Chapel, FL
SINGER WEALTH ADVISORS LLC · Wesley Chapel, FL
SINGER WEALTH ADVISORS LLC · Wesley Chapel, FL
BRIA CAPITAL GROUP, LLC · WESLEY CHAPEL, FL
AMERIPRISE FINANCIAL SERVICES, LLC · WESLEY CHAPEL, FL
LPL FINANCIAL LLC · WESLEY CHAPEL, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Wesley Chapel, FL

More in Wesley Chapel, FL

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