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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-02-02 |
| FL | RA | APPROVED | 2019-12-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Inc | St. Petersburg | FL | 03/2017 | 05/2019 |
| 22 Squared Inc. | Tampa | FL | 06/2015 | 03/2017 |
| International Assets Advisory, Llc | Tampa | FL | 07/2019 | Present |
| Accurate Wealth Management, Llc | Wesley Chapel | FL | 12/2019 | Present |
| Accurate Advisory Group | Wesley Chapel | FL | 06/2019 | Present |
ACCURATE ADVISORY GROUP 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544 - FIA/LIFE INSURANCE SALES - AGENT SINCE 7/2019 - APPROX 20 HRS/MO - COMMISSIONS FIA/LIFE INSURANCE SALES - AGENT SINCE 7/2019 - APPROX 20 HRS/MO - COMMISSIONS Accurate Wealth Management; Investment Related; 2211 Ashley Oaks Cir Wesley Chapel, FL 33544; Insurance agent, IAR; Advisor; 12/2019; 180 hours; Sell insurance/annuity products, Provide investment advice and financial planning services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-17 |
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