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Advisor at ACCURATE WEALTH MANAGEMENT, LLC
WESLEY CHAPEL, FL | Aventura, 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 | Jul 12, 2019 | n/a | yes | WESLEY CHAPEL, FL|Aventura, FL | Current employment |
| INTERVEST INTERNATIONAL, INC. | Former SEC adviser | Apr 29, 2019 | Jul 16, 2019 | no | Aventura, FL|COLORADO SPRINGS, CO | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Mar 25, 2010 | Nov 18, 2016 | no | SARASOTA, FL | Previous registration |
| CHESTNUT HILL FINANCIAL GROUP LLC | n/a | Oct 10, 2007 | Nov 26, 2010 | no | BRADENTON, FL | Previous registration |
| GUNNALLEN FINANCIAL, INC | n/a | Feb 16, 2006 | Apr 25, 2007 | no | SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTERVEST INTERNATIONAL, INC. | ACCURATE WEALTH MANAGEMENT, LLC | Jul 16, 2019 | Jul 12, 2019 | -4 | Firm change | RIA to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | INTERVEST INTERNATIONAL, INC. | Nov 18, 2016 | Apr 29, 2019 | 892 | Firm change after gap | Other |
| CHESTNUT HILL FINANCIAL GROUP LLC | GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Nov 26, 2010 | Mar 25, 2010 | -246 | Firm change after gap | Other |
| GUNNALLEN FINANCIAL, INC | CHESTNUT HILL FINANCIAL GROUP LLC | Apr 25, 2007 | Oct 10, 2007 | 168 | Firm change | Other |