DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BAYTRUST WEALTH MANAGEMENT, LLC
TAMPA, 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 |
|---|---|---|---|---|---|---|
| BAYTRUST WEALTH MANAGEMENT, LLC | Independent wealth | Dec 23, 2025 | n/a | yes | TAMPA, FL | Current employment |
| ADVISORY SERVICES NETWORK | Independent wealth | Sep 14, 2021 | Dec 31, 2025 | no | Lutz, FL|ATLANTA, GA|Tampa, FL | Previous registration |
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Apr 18, 2019 | Sep 16, 2021 | no | LUTZ, FL|TAMPA, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Sep 2, 2015 | Apr 24, 2019 | no | WESLEY CHAPEL, FL|SARASOTA, FL|LUTZ, FL|LUTZ, FL | Previous registration |
| ACCURATE WEALTH MANAGEMENT, LLC | n/a | Mar 16, 2015 | May 11, 2015 | no | WEST CHAPPEL, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | BAYTRUST WEALTH MANAGEMENT, LLC | Dec 31, 2025 | Dec 23, 2025 | -8 | Firm change | RIA to new firm |
| J. W. COLE ADVISORS, INC. | ADVISORY SERVICES NETWORK | Sep 16, 2021 | Sep 14, 2021 | -2 | Firm change | RIA to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | J. W. COLE ADVISORS, INC. | Apr 24, 2019 | Apr 18, 2019 | -6 | Bulk transfer | Ibd to ibd |
| ACCURATE WEALTH MANAGEMENT, LLC | GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | May 11, 2015 | Sep 2, 2015 | 114 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172966:132070:FL:2015-05-11 | May 11, 2015 | Sep 2, 2015 | WEST CHAPPEL, FL | Firm change |