Best Investors
Account
Sign in
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2020-05-19 |
| FL | RA | APPROVED | 2019-07-12 |
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 |
|---|---|---|---|---|
| Boyd Realty | Bradenton | FL | 01/2006 | 03/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 06/2009 | 11/2016 |
| State Of Florida Securities Division | Miami | FL | 04/2017 | 04/2018 |
| Ria Strategies & Solutions Group | Aventura | FL | 04/2018 | 04/2019 |
| Intervest International Inc | Colorado Springs | CO | 04/2019 | 07/2019 |
| Wolsen Real Estate | Sunny Isles | FL | 01/2017 | 04/2017 |
| Accurate Wealth Management, Llc | Wesley Chapel | FL | 06/2019 | Present |
1) 03/2017 - Present. Miami Deluxe Real Estate PA. 1 hour per month as a Broker/Owner 2) 02/2019 - Present. Accurate Advisory Group/General Agent - Commissions related to insurance sales approx. 2 hours per month some during trading hours. CEO Accurate Wealth Management, LLC, registered investment advisor; approx. 50 hrs/month; Wesley Chapel, Florida. 3) 07/25/2020 - Present; AAG Capital Inc.; Registered Representative 4) 06/2019- Present. Gregg Guinta; not investment related; 2211 Ashley Oaks Circle, Wesley Chapel, Florida; Insurance agent Producer; 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
Reach out to this advisor