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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

BRANDON J CROMER

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FL

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Search this name across graphsid dfx:ria:5d6af8e4-4712-2d8b-364f-be88d707bbf2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 3, 2021 to Sep 14, 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: Aug 2, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 2, 2005
First registration: Feb 3, 2021
Dual registered: yes, broker-dealer
Other names: BRANDON J CROMER|BRANDON JAMES CROMER
IAPD individual key: 4983444

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	Dec 2, 2025	n/a	yes	WESLEY CHAPEL, FL	Current employment
ASHTON THOMAS PRIVATE WEALTH	Independent wealth	Nov 12, 2024	Nov 17, 2025	no	SCOTTSDALE, AZ	Previous registration
ASHTON THOMAS SECURITIES, LLC	Independent wealth	Oct 23, 2024	Nov 22, 2024	no	Scottsdale, AZ\|ROCHESTER, NY	Previous registration
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC	Other adviser	Feb 3, 2021	Oct 19, 2022	no	SAN FRANCISCO, CA\|Phoenix, AZ\|Naples, FL\|SAN FRANCISCO, CA	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
ASHTON THOMAS PRIVATE WEALTH	ACCURATE WEALTH MANAGEMENT, LLC	Nov 17, 2025	Dec 2, 2025	15	Firm change	RIA to RIA
ASHTON THOMAS SECURITIES, LLC	ASHTON THOMAS PRIVATE WEALTH	Nov 22, 2024	Nov 12, 2024	-10	Firm change	RIA to RIA
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC	ASHTON THOMAS SECURITIES, LLC	Oct 19, 2022	Oct 23, 2024	735	Firm change after gap	Other

Relationships

Registered with (4)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ ASHTON THOMAS PRIVATE WEALTHRegistered adviserregistration: previous registration
Nov 12, 2024 to Nov 17, 2025factForm ADV
→ ASHTON THOMAS SECURITIES, LLCRegistered adviserregistration: previous registration
Oct 23, 2024 to Nov 22, 2024factForm ADV
→ CHARLES SCHWAB INVESTMENT MANAGEMENT, INCRegistered adviserregistration: previous registration
Feb 3, 2021 to Oct 19, 2022factForm ADV

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
Brandon J Cromer left Ashton Thomas Private Wealth for Accurate Wealth Management, Llc (registered 2025-12-02)
Form ADVobserved 5 days ago
Occurred
Nov 22, 2024
Advisor changed firm
Brandon J Cromer left Ashton Thomas Securities, Llc for Ashton Thomas Private Wealth (registered 2024-11-12)
Form ADVobserved 5 days ago
Occurred
Oct 19, 2022
Advisor changed firm
Brandon J Cromer left Charles Schwab Investment Management, Inc for Ashton Thomas Securities, Llc (registered 2024-10-23)
Form ADVobserved 5 days ago