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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

WILLIAM JOSEPH COOPER

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

Tampa, FL | WESLEY CHAPEL, FL

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Search this name across graphsid dfx:ria:79413ea2-5f84-b751-bf7d-0394b4536878

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Mar 12, 2003 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 22, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 22, 2002
First registration: Mar 12, 2003
Dual registered: yes, broker-dealer
Other names: BILL COOPER|WILLIAM COOPER|WILLIAM JOSEPH COOPER|William Joseph Cooper|WILLIAM JOSEPH COOPER
IAPD individual key: 1601957

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 29, 2023	n/a	yes	WESLEY CHAPEL, FL\|Tampa, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 19, 2021	Jul 14, 2023	no	MERRIMACK, NH	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Jul 24, 2020	Sep 9, 2021	no	Tallahassee, FL\|Tampa, FL\|Tampa, FL	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jul 22, 2020	Sep 9, 2021	no	Fort Washington, PA\|Tallahassee, FL\|Tampa, FL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jun 25, 2018	Jul 9, 2020	no	Tampa, FL\|Tampa, FL\|Tampa, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 9, 2017	Jun 19, 2018	no	Palm Harbor, FL	Previous registration
DTRT ADVISORS, LLC	n/a	May 10, 2016	Mar 27, 2017	no	Lakeland, FL\|GAINESVILLE, FL	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 10, 2015	Apr 20, 2016	no	LUTZ, FL\|TAMPA, FL\|TAMPA, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 3, 2014	Mar 2, 2015	no	SAN DIEGO, CA\|WINTER PARK, FL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 12, 2003	Sep 12, 2014	no	TAMPA, FL\|ORLANDO, FL\|TALLAHESSEE, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TALLAHASSEE, FL\|ORLANDO, 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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ACCURATE WEALTH MANAGEMENT, LLC	Jul 14, 2023	Sep 29, 2023	77	Firm change	Ibd to RIA
CAPITAL ANALYSTS	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 9, 2021	Oct 19, 2021	40	Firm change	Ibd to ibd
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Sep 9, 2021	Jul 24, 2020	-412	Firm change after gap	Ibd to ibd
PRINCIPAL SECURITIES, INC.	LINCOLN INVESTMENT	Jul 9, 2020	Jul 22, 2020	13	Firm change	Ibd to ibd
MORGAN STANLEY	PRINCIPAL SECURITIES, INC.	Jun 19, 2018	Jun 25, 2018	6	Firm change	Wirehouse to ibd
DTRT ADVISORS, LLC	MORGAN STANLEY	Mar 27, 2017	Jun 9, 2017	74	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	DTRT ADVISORS, LLC	Apr 20, 2016	May 10, 2016	20	Firm change	Other
LPL FINANCIAL LLC	VOYA FINANCIAL ADVISORS, INC.	Mar 2, 2015	Dec 10, 2015	283	Firm change	Other
MSI FINANCIAL SERVICES, INC.	LPL FINANCIAL LLC	Sep 12, 2014	Sep 3, 2014	-9	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
519:162200:FL:2021-09-09	Sep 9, 2021	Jul 24, 2020	TAMPA, FL	Firm change after gap

Relationships

Registered with (10)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 29, 2023 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 19, 2021 to Jul 14, 2023factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jul 24, 2020 to Sep 9, 2021factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jul 22, 2020 to Sep 9, 2021factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jun 25, 2018 to Jul 9, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 9, 2017 to Jun 19, 2018factForm ADV
→ DTRT ADVISORS, LLCRegistered adviserregistration: previous registration
May 10, 2016 to Mar 27, 2017factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 10, 2015 to Apr 20, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 3, 2014 to Mar 2, 2015factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 12, 2003 to Sep 12, 2014factForm ADV

Dated events

Occurred
Jul 14, 2023
Advisor changed firm
William Joseph Cooper left Fidelity Personal And Workplace Advisors for Accurate Wealth Management, Llc (registered 2023-09-29)
Form ADVobserved 4 days ago