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

Mar 13, 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

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Mar 13, 2002

First registration

May 24, 2017

Dual registered

yes, broker-dealer

Other names

MEREDITH BAKER FREEMAN|MEREDITH BAKER FREEMAN|MEREDITH BAKER FREEMAN|MEREDITH BAKER FREEMAN

IAPD individual key

4418577

• Occurred

  Nov 1, 2023
  Advisor changed firm

  Meredith Baker Freeman left Osaic Wealth, Inc. for Accurate Wealth Management, Llc (registered 2023-11-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7a0b5e81-667c-7893-d17e-5cdd57cc5d99

First observed

May 24, 2017

Last observed

Sep 15, 2026 6 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.