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Current Employers
Accurate Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-11-18
FL RA APPROVED 2024-06-24
PA RA APPROVED 2024-06-20
  • NH RA
    APPROVED
    Since 2025-11-18
  • FL RA
    APPROVED
    Since 2024-06-24
  • PA RA
    APPROVED
    Since 2024-06-20

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
Nationwide Financial Berlin PA 08/2016 01/2018
Nationwide Securities Llc Columbus OH 08/2016 01/2018
Lpl Financial, Llc Monroeville PA 01/2018 01/2019
Td Ameritrade Pittsburgh PA 01/2019 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 03/2020 06/2023
Wc Mcquaide Inc Johnstown PA 05/2013 07/2018
Bank Of America, N.A. Sewickley PA 03/2022 06/2023
Lpl Financial, Llc Tampa FL 07/2023 06/2024
Aag Capital, Inc. Wesley Chapel FL 06/2024 Present
Accurate Wealth Management Wesley Chapel FL 06/2024 Present
  • 08/2016 → 01/2018
    Nationwide Financial
    Berlin, PA
  • 08/2016 → 01/2018
    Columbus, OH
  • 01/2018 → 01/2019
    Monroeville, PA
  • 01/2019 → 03/2020
    Td Ameritrade
    Pittsburgh, PA
  • 03/2020 → 06/2023
    Sewickley, PA
  • 05/2013 → 07/2018
    Wc Mcquaide Inc
    Johnstown, PA
  • 03/2022 → 06/2023
    Bank Of America, N.A.
    Sewickley, PA
  • 07/2023 → 06/2024
    Tampa, FL
  • 06/2024 → Present
    Aag Capital, Inc.
    Wesley Chapel, FL
  • 06/2024 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
Previous Registrations
Other Businesses

1- 07/2023 / Non-Variable Insurance / INVESTMENT RELATED / 30 HRS MNTH/ 1 HRS TRADING / 10 TIME SPNT PRCNT 2- 07/2023 / Integrity Wealth / DBA / INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
  • S66 Uniform Combined State Law Examination
    2016-09-30
Designations
Other Names
  • Kyle Mcquaide Lonsinger
  • Kyle M Lonsinger
  • Kyle Lonsinger

View on SEC IAPD

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