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Advisor at ACCURATE WEALTH MANAGEMENT, LLC
WESLEY CHAPEL, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ACCURATE WEALTH MANAGEMENT, LLC | Independent wealth | Jun 6, 2023 | n/a | yes | WESLEY CHAPEL, FL|WESLEY CHAPEL, FL | Current employment |
| ADVISORY SERVICES NETWORK | Independent wealth | Sep 10, 2021 | May 10, 2023 | no | Lutz, FL|ATLANTA, GA|Tampa, FL | Previous registration |
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Apr 22, 2019 | Aug 27, 2021 | no | LUTZ, FL|TAMPA, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Mar 23, 2012 | Apr 24, 2019 | no | SARASOTA, FL|SARASOTA, FL|St. Petersburg, FL|WESLEY CHAPEL, FL|LUTZ, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | ACCURATE WEALTH MANAGEMENT, LLC | May 10, 2023 | Jun 6, 2023 | 27 | Firm change | RIA to RIA |
| J. W. COLE ADVISORS, INC. | ADVISORY SERVICES NETWORK | Aug 27, 2021 | Sep 10, 2021 | 14 | Firm change | RIA to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | J. W. COLE ADVISORS, INC. | Apr 24, 2019 | Apr 22, 2019 | -2 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112294:146051:FL:2021-08-27 | Aug 27, 2021 | Sep 10, 2021 | TAMPA, FL | Firm change |