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.

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, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Exams

S63|S65

First exam

Oct 8, 1999

First registration

Aug 31, 2022

Dual registered

yes, broker-dealer

IAPD individual key

4032087

• Occurred

  Nov 17, 2025
  Advisor changed firm

  Claudiu A. Barbos left Ashton Thomas Securities, Llc for Accurate Wealth Management, Llc (registered 2025-12-01)

  Form ADVobserved 4 days ago
• Occurred

  Nov 17, 2025
  Advisor changed firm

  Claudiu A. Barbos left Ashton Thomas Private Wealth for Amplify Financial, Llc (registered 2024-08-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3ffa44cd-2811-f045-e020-a3709d4eead4

First observed

Aug 31, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.