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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 2025-01-02
  • FL RA
    APPROVED
    Since 2025-01-02

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
Accurate Wealth Management, Llc Wesley Chapel FL 07/2024 Present
Chg Healthcare Midvale UT 05/2021 07/2024
Servicemac Fort Mill SC 05/2019 09/2021
Goldman Sachs Salt Lake City UT 08/2017 08/2019
Unemployed Salt Lake City UT 05/2017 08/2017
College Boulder CO 08/2013 05/2017
  • 07/2024 → Present
    Wesley Chapel, FL
  • 05/2021 → 07/2024
    Chg Healthcare
    Midvale, UT
  • 05/2019 → 09/2021
    Servicemac
    Fort Mill, SC
  • 08/2017 → 08/2019
    Goldman Sachs
    Salt Lake City, UT
  • 05/2017 → 08/2017
    Unemployed
    Salt Lake City, UT
  • 08/2013 → 05/2017
    College
    Boulder, CO
Other Businesses

Organized Outcomes LLC - investment related - 1010 Central Ave 213 St Petersburg FL 33705 - agent - start date August 2024 - 80 hours per month during trading - fixed insurance sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-05
  • S65 Uniform Investment Adviser Law Examination
    2024-12-05

View on SEC IAPD

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