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Rick Orin Helbing

Accurate Wealth Management, LLC

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
FL RA APPROVED 2026-04-03
  • FL RA
    APPROVED
    Since 2026-04-03

Branch Locations

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
Suncoast Advisory Group Of Sarasota, Inc Sarasota FL 06/1988 03/2026
Partnervest Advisory Services, Llc Santa Barbara CA 12/2015 10/2020
Changepath, Llc Leawood KS 10/2020 03/2026
Accurate Wealth Management, Llc Wesley Chapel FL 03/2026 Present
  • 06/1988 → 03/2026
    Suncoast Advisory Group Of Sarasota, Inc
    Sarasota, FL
  • 12/2015 → 10/2020
    Partnervest Advisory Services, Llc
    Santa Barbara, CA
  • 10/2020 → 03/2026
    Changepath, Llc
    Leawood, KS
  • 03/2026 → Present
    Accurate Wealth Management, Llc
    Wesley Chapel, FL
Previous Registrations
  • 2020-10-29 → 2026-04-15
    Creativeone Wealth, Llc
    Sarasota, FL
    Overland Park, KS
  • 2016-01-07 → 2020-11-06
    Partnervest Advisory Services Llc
    Sarasota, FL
    Santa Barbara, CA
  • 2010-07-08 → 2016-03-30
    Suncoast Advisory Group
    Sarasota, FL
  • 2006-03-16 → 2010-07-15
    Suncoast Advisory Group
    Sarasota, FL
    Sarasota, FL
Designations
Other Names
  • Rick O Helbing

View on SEC IAPD

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