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Current Employers
Accurate Wealth Management, Llc

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-03-21
  • NJ RA
    APPROVED
    Since 2024-03-21

Branch Locations

1156 Ridgewood Avenue, Ridgewood, NJ 07450 • 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 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
  • 02/2024 → Present
    Accurate Wealth Management
    Ridgewood, NJ
  • 02/2024 → Present
    Rjl Financial Group
    Ridgewood, NJ
  • 06/2022 → 01/2024
    Michael Page
    Boston, MA
  • 08/2019 → 05/2020
    James Madison University
    Harrisonburg, VA
  • 05/2020 → 08/2020
    Davis And Towle Insurance Group
    Concord, NH
  • 08/2018 → 05/2019
    James Madison University
    Harrisonburg, VA
  • 05/2019 → 08/2019
    The Granite Restaurant
    Concord, NH
  • 08/2021 → 05/2022
    James Madison University
    Harrisonburg, VA
  • 05/2015 → 08/2018
    Concord Country Club
    Concord, NH
  • 09/2014 → 06/2018
    Tilton School
    Tilton, NH
  • 09/2020 → 05/2021
    James Madison University
    Harrisonburg, VA
  • 05/2021 → 08/2021
    Davis And Towle Insurance Group
    Concord, NH
Previous Registrations
  • 2024-04-09 → 2025-01-06
    Rjl Financial Group
    Ridgewood, NJ
Other Businesses

- 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-16
S65 Uniform Investment Adviser Law Examination 2024-02-16
  • S63 Uniform Securities Agent State Law Examination
    2024-04-16
  • S65 Uniform Investment Adviser Law Examination
    2024-02-16

View on SEC IAPD

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