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Advisor at ACCURATE WEALTH MANAGEMENT, LLC
Sarasota, FL | WESLEY CHAPEL, 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 | Jan 15, 2025 | n/a | yes | WESLEY CHAPEL, FL|Sarasota, FL | Current employment |
| BISON WEALTH, LLC | Independent wealth | Dec 13, 2023 | Dec 31, 2024 | no | Sarasota, FL|ATLANTA, GA | Previous registration |
| TRUADVICE LLC | Former SEC adviser | Dec 8, 2021 | Dec 4, 2023 | no | SARASOTA, FL|Sarasota, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BISON WEALTH, LLC | ACCURATE WEALTH MANAGEMENT, LLC | Dec 31, 2024 | Jan 15, 2025 | 15 | Firm change | RIA to RIA |
| TRUADVICE LLC | BISON WEALTH, LLC | Dec 4, 2023 | Dec 13, 2023 | 9 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 292482:299805:FL:2023-12-04 | Dec 4, 2023 | Dec 13, 2023 | SARASOTA, FL | Firm change |