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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 2026-01-02
PA RA APPROVED 2023-05-26
  • FL RA
    APPROVED
    Since 2026-01-02
  • PA RA
    APPROVED
    Since 2023-05-26

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 Wesley Chapel FL 03/2023 Present
305 Llc Miami FL 03/2022 07/2024
Tiber Capital Group Mclean VA 03/2021 03/2022
Parallel Lakeland FL 01/2021 03/2022
Land Rover Tampa FL 12/2020 01/2021
The Clearwater Group Colorado Springs CO 05/2016 11/2020
Aag Capital Inc. Wesley Chapel FL 05/2023 Present
  • 03/2023 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
  • 03/2022 → 07/2024
    305 Llc
    Miami, FL
  • 03/2021 → 03/2022
    Tiber Capital Group
    Mclean, VA
  • 01/2021 → 03/2022
    Parallel
    Lakeland, FL
  • 12/2020 → 01/2021
    Land Rover
    Tampa, FL
  • 05/2016 → 11/2020
    The Clearwater Group
    Colorado Springs, CO
  • 05/2023 → Present
    Aag Capital Inc.
    Wesley Chapel, FL
Other Businesses

David currently holds a State of Florida Real Estate License. David owns three single family rentals in Tampa. The deeds are not in the name of any business and they are owned by David and his wife. He is the owner and manager of Goldin Properties LLC (Set up for real estate transactions, currently active) to conduct his licensed real estate transactions in Florida. He spends around 2 hours per month on these transactions. This entity was set up to run a wholesale real estate deal through and that is all it was ever used for and David plans to dissolve the company. Goldin Wealth Management. This is a registered LLC and DBA for marketing my services through AAG. 15013 Lake Emerald Blvd, Tampa, FL 33618. Financial advisor marketing to generate leads. No compensation. 100% Owner. July 11, 2025. 5 hours per month. 0 hours per month during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-04
S65 Uniform Investment Adviser Law Examination 2023-02-28
  • S63 Uniform Securities Agent State Law Examination
    2023-05-04
  • S65 Uniform Investment Adviser Law Examination
    2023-02-28

View on SEC IAPD

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