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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-19 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
1156 E Ridgewood Ave Number 7, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rjl Consultants Inc. | Ridgewood | NJ | 10/1998 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 02/2010 | 03/2017 |
| Rjl Financial Group | Ridgewood | NJ | 03/2017 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 04/2024 | Present |
| Aag Capital, Inc | Wesley Chapel | FL | 04/2024 | Present |
(1) RJL FINANCIAL GROUP; Investment-related; DBA; 1156 East Ridgewood Ave Ridgewood NJ 67450; President, start date 1997; DBA for fixed insurance business (2) Accurate Wealth Management; LLC; Investment adviser representative, Wesley Chapel, FL; registered investment adviser, Aug 2022-present; 40 hrs/wk., all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2007-11-29 |
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