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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-05 |
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