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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-18 |
| FL | RA | APPROVED | 2024-06-24 |
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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