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Keith Brown Woomer

Accurate Wealth Management, LLC

Wesley Chapel, 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 2026-03-31
  • FL RA
    APPROVED
    Since 2026-03-31

Branch Locations

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
Carman And Fullerton Tampa FL 12/2016 01/2018
Northwestern Mutual Investment Services Llc Tampa FL 01/2018 03/2019
Northwestern Mutual Investment Services Llc New York NY 04/2019 03/2020
Boston Asset Management, Inc. Clearwater FL 01/2021 02/2023
Global Litigation Consultants Clearwater FL 07/2020 02/2023
Unemployed St. Petersburg FL 03/2020 07/2020
Unemployed Tampa FL 04/2016 12/2016
Farther Finance Advisors St. Petersburg FL 03/2023 11/2025
Accurate Wealth Management, Llc Wesley Chapel FL 01/2025 Present
Woomer Pa St, Petersburg FL 01/2025 Present
  • 12/2016 → 01/2018
    Carman And Fullerton
    Tampa, FL
  • 01/2018 → 03/2019
    Northwestern Mutual Investment Services Llc
    Tampa, FL
  • 04/2019 → 03/2020
    Northwestern Mutual Investment Services Llc
    New York, NY
  • 01/2021 → 02/2023
    Boston Asset Management, Inc.
    Clearwater, FL
  • 07/2020 → 02/2023
    Global Litigation Consultants
    Clearwater, FL
  • 03/2020 → 07/2020
    Unemployed
    St. Petersburg, FL
  • 04/2016 → 12/2016
    Unemployed
    Tampa, FL
  • 03/2023 → 11/2025
    Farther Finance Advisors
    St. Petersburg, FL
  • 01/2025 → Present
    Accurate Wealth Management, Llc
    Wesley Chapel, FL
  • 01/2025 → Present
    Woomer Pa
    St, Petersburg, FL
Previous Registrations
  • 2023-04-14 → 2025-11-13
    Farther
    San Francisco, CA
    St. Petersburg, FL
  • 2021-01-19 → 2023-02-27
    Boston Asset Management, Inc.
    Clearwater, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-08
S63 Uniform Securities Agent State Law Examination 2018-07-23
  • S65 Uniform Investment Adviser Law Examination
    2021-01-08
  • S63 Uniform Securities Agent State Law Examination
    2018-07-23
Other Names
  • Keith Brown Woomer
  • Keith Woomer

View on SEC IAPD

Other Firms

ALTIUM INVESTMENT STRATEGIES LLC
SINGER WEALTH ADVISORS LLC
BRIA CAPITAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
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
Ross David Taylor
BRIAN MATTHEW GRECO

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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