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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 | Mar 31, 2026 | n/a | yes | WESLEY CHAPEL, FL | Current employment |
| Farther | Independent wealth | Apr 14, 2023 | Nov 13, 2025 | no | St. Petersburg, FL|SAN FRANCISCO, CA | Previous registration |
| BOSTON ASSET MANAGEMENT, INC. | Former SEC adviser | Jan 19, 2021 | Feb 27, 2023 | no | CLEARWATER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Farther | ACCURATE WEALTH MANAGEMENT, LLC | Nov 13, 2025 | Mar 31, 2026 | 138 | Firm change | RIA to RIA |
| BOSTON ASSET MANAGEMENT, INC. | Farther | Feb 27, 2023 | Apr 14, 2023 | 46 | Firm change | RIA to RIA |