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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-21 |
Branch Locations
1156 Ridgewood Avenue, Ridgewood, NJ 07450 • 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 | Ridgewood | NJ | 02/2024 | Present |
| Rjl Financial Group | Ridgewood | NJ | 02/2024 | Present |
| Michael Page | Boston | MA | 06/2022 | 01/2024 |
| James Madison University | Harrisonburg | VA | 08/2019 | 05/2020 |
| Davis And Towle Insurance Group | Concord | NH | 05/2020 | 08/2020 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2019 |
| The Granite Restaurant | Concord | NH | 05/2019 | 08/2019 |
| James Madison University | Harrisonburg | VA | 08/2021 | 05/2022 |
| Concord Country Club | Concord | NH | 05/2015 | 08/2018 |
| Tilton School | Tilton | NH | 09/2014 | 06/2018 |
| James Madison University | Harrisonburg | VA | 09/2020 | 05/2021 |
| Davis And Towle Insurance Group | Concord | NH | 05/2021 | 08/2021 |
- the name of the other business: Accurate Wealth Management - whether the business is investment-related: Yes - the address of the other business: Ridgewood, NJ - the nature of the other business: Financial Planning - your position: Investment Advisor Rep - title, or relationship with the other business: Investment Advisor Rep - the start date of your relationship: 02/05/2024 - the approximate number of hours/month you devote to the other business: 160 hours - the number of hours you devote to the other business during securities trading hours: 130 - and briefly describe your duties relating to the other business: Assisting lead advisor on appointments, business development and client relations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
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