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Ross David Taylor

Accurate Wealth Management, LLC

Wesley Chapel, FL

Sarasota, 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 2024-06-12
  • FL RA
    APPROVED
    Since 2024-06-12

Branch Locations

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

5577 Broadcast Court, Sarasota, FL 34240 • 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
Aviance Capital Management, Llc Sarasota FL 09/2012 12/2018
Global Financial Private Capital, Llc Sarasota FL 09/2012 10/2016
Truadvice, Llc Sarasota FL 07/2019 12/2023
Bertelsen Asset Management, Llc Sarasota FL 01/2019 07/2019
Bison Advisors Hartwell GA 12/2023 05/2024
Accurate Wealth Management Wesley Chapel FL 05/2024 Present
  • 09/2012 → 12/2018
    Aviance Capital Management, Llc
    Sarasota, FL
  • 09/2012 → 10/2016
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 07/2019 → 12/2023
    Truadvice, Llc
    Sarasota, FL
  • 01/2019 → 07/2019
    Bertelsen Asset Management, Llc
    Sarasota, FL
  • 12/2023 → 05/2024
    Bison Advisors
    Hartwell, GA
  • 05/2024 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
Previous Registrations
  • 2023-12-13 → 2024-05-14
    Bison Wealth, Llc
    Atlanta, GA
    Sarasota, FL
  • 2020-05-22 → 2023-12-04
    Truadvice Llc
    Sarasota, FL
  • 2017-06-22 → 2019-05-28
    Aviance Capital Management, Llc
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
  • 2017-01-19 → 2017-05-08
    Global Financial Private Capital, Inc.
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-29
  • S65 Uniform Investment Adviser Law Examination
    2016-10-29
Other Names
  • Ross David Taylor
  • Ross Taylor

View on SEC IAPD

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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
DEREK ALLEN WILKES
Kyle M Lonsinger
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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