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RIA / WealthAdvisor14 years in industry

Ross David Taylor

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

Sarasota, FL | WESLEY CHAPEL, FL

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Search this name across graphsid dfx:ria:0ca92b72-cdf8-55f3-3593-5fcc3c6f982e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 19, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACCURATE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Oct 29, 2016
First registration: Jan 19, 2017
Dual registered: no
Other names: ROSS DAVID TAYLOR|Ross Taylor
IAPD individual key: 6717434

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACCURATE WEALTH MANAGEMENT, LLC	Independent wealth	Jun 12, 2024	n/a	yes	WESLEY CHAPEL, FL\|Sarasota, FL	Current employment
BISON WEALTH, LLC	Independent wealth	Dec 13, 2023	May 14, 2024	no	Sarasota, FL\|ATLANTA, GA	Previous registration
TRUADVICE LLC	Former SEC adviser	May 22, 2020	Dec 4, 2023	no	SARASOTA, FL	Previous registration
AVIANCE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jun 22, 2017	May 28, 2019	no	Sarasota, FL\|SARASOTA, FL\|SARASOTA, FL	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Jan 19, 2017	May 8, 2017	no	SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BISON WEALTH, LLC	ACCURATE WEALTH MANAGEMENT, LLC	May 14, 2024	Jun 12, 2024	29	Firm change	RIA to RIA
TRUADVICE LLC	BISON WEALTH, LLC	Dec 4, 2023	Dec 13, 2023	9	Firm change	RIA to RIA
AVIANCE CAPITAL MANAGEMENT, LLC	TRUADVICE LLC	May 28, 2019	May 22, 2020	360	Firm change	Other
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	AVIANCE CAPITAL MANAGEMENT, LLC	May 8, 2017	Jun 22, 2017	45	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
292482:299805:FL:2023-12-04	Dec 4, 2023	Dec 13, 2023	SARASOTA, FL	Firm change

Relationships

Registered with (5)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 12, 2024 to presentfactForm ADV
→ BISON WEALTH, LLCRegistered adviserregistration: previous registration
Dec 13, 2023 to May 14, 2024factForm ADV
→ TRUADVICE LLCRegistered adviserregistration: previous registration
May 22, 2020 to Dec 4, 2023factForm ADV
→ AVIANCE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 22, 2017 to May 28, 2019factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Jan 19, 2017 to May 8, 2017factForm ADV

Dated events

Occurred
May 14, 2024
Advisor changed firm
Ross David Taylor left Bison Wealth, Llc for Accurate Wealth Management, Llc (registered 2024-06-12)
Form ADVobserved 5 days ago
Occurred
Dec 4, 2023
Advisor changed firm
Ross David Taylor left Truadvice Llc for Bison Wealth, Llc (registered 2023-12-13)
Form ADVobserved 5 days ago