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RIA / WealthAdvisorCertified Financial Planner18 years in industry

Trevor T Taylor

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

Sarasota, FL | WESLEY CHAPEL, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4500e4e3-6cfe-bece-13e8-97b3234b831d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 12, 2008 to Sep 15, 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: Nov 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 22, 2008
First registration: May 12, 2008
Dual registered: no
Other names: TREVOR T TAYLOR|TREVOR TALIAFERRO TAYLOR
IAPD individual key: 5441392

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	Sep 4, 2019	n/a	yes	WESLEY CHAPEL, FL\|Sarasota, FL	Current employment
INTERVEST INTERNATIONAL, INC.	Former SEC adviser	Apr 22, 2019	Sep 4, 2019	no	COLORADO SPRINGS, CO\|Sarasota, FL	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Jun 20, 2017	Apr 23, 2019	no	SARASOTA, FL\|SARASOTA, FL	Previous registration
AEGIS CAPITAL CORP.	Bd affiliated wealth	Jun 17, 2015	Jun 15, 2017	no	SARASOTA, FL\|NEW YORK, NY	Previous registration
JHS CAPITAL ADVISORS, LLC	Former SEC adviser	Jul 12, 2010	Jun 17, 2015	no	TAMPA, FL\|SARASOTA, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	May 12, 2008	Jul 13, 2010	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
INTERVEST INTERNATIONAL, INC.	ACCURATE WEALTH MANAGEMENT, LLC	Sep 4, 2019	Sep 4, 2019	0	Firm change	RIA to RIA
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	INTERVEST INTERNATIONAL, INC.	Apr 23, 2019	Apr 22, 2019	-1	Firm change	Ibd to RIA
AEGIS CAPITAL CORP.	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Jun 15, 2017	Jun 20, 2017	5	Firm change	Other
JHS CAPITAL ADVISORS, LLC	AEGIS CAPITAL CORP.	Jun 17, 2015	Jun 17, 2015	0	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	JHS CAPITAL ADVISORS, LLC	Jul 13, 2010	Jul 12, 2010	-1	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
132070:111516:FL:2019-04-23	Apr 23, 2019	Apr 22, 2019	SARASOTA, FL	Firm change
112097:15007:FL:2015-06-17	Jun 17, 2015	Jun 17, 2015	SARASOTA, FL	Firm change

Relationships

Registered with (6)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 4, 2019 to presentfactForm ADV
→ INTERVEST INTERNATIONAL, INC.Registered adviserregistration: previous registration
Apr 22, 2019 to Sep 4, 2019factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Jun 20, 2017 to Apr 23, 2019factForm ADV
→ AEGIS CAPITAL CORP.Registered adviserregistration: previous registration
Jun 17, 2015 to Jun 15, 2017factForm ADV
→ JHS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 12, 2010 to Jun 17, 2015factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
May 12, 2008 to Jul 13, 2010factForm ADV

Dated events

No dated event names this entity yet.