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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-30 |
| SC | RA | APPROVED | 2026-07-23 |
| GA | RA | APPROVED | 2026-05-07 |
| NJ | RA | APPROVED | 2026-04-13 |
| PA | RA | APPROVED | 2026-04-13 |
| IN | RA | APPROVED | 2025-03-26 |
| CA | RA | APPROVED | 2025-03-13 |
| FL | RA | APPROVED | 2023-09-28 |
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 |
|---|---|---|---|---|
| Buckmans Car Wash | Rochester | NY | 01/2018 | 05/2018 |
| Leone Plumbing & Heating | Rochester | FL | 05/2018 | Present |
| Accurate Advisory Group | Wesley Chapel | FL | 06/2023 | Present |
| Spencerport High School | Spencerport | NY | 09/2015 | 06/2019 |
| Monroe Community College | Rochester | NY | 08/2019 | 12/2020 |
| University Of Tampa | Tampa | FL | 01/2020 | 05/2023 |
| Aag Capital | Wesley Chapel | FL | 02/2024 | Present |
(1) Leone Plumbing & Heating Inc. - not investment related - 2250 W Ridge Rd Suite 300, Greece NY 14626 - Plumbing & HVAC - position: Plumber - owner, family owned business - start date May 2018 - 80 hours per month - 0 hours during trading - duties Plumber (2) AR Advisory LLC - investment related - DBA - owner - start date 5/21/2026 (3) ART Media Group LLC - not investment related - social media - owner - start date 5/21/2026 - 1 hour/month - 0 hours during trading - LLC created for future business activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-19 |
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