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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

KENNETH JOSEPH MCGUIRE

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FL | West Yarmouth, MA

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Search this name across graphsid dfx:ria:9d80e96f-e442-0821-4c04-b89e8e336846

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 4, 2000 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: May 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Feb 26, 2007
First registration: May 4, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 1998997

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	Jul 16, 2024	n/a	yes	West Yarmouth, MA\|WESLEY CHAPEL, FL	Current employment
MCGUIRE FINANCIAL SERVICES, INC.	n/a	Dec 7, 2018	Oct 1, 2024	no	WEST YARMOUTH, MA	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Feb 4, 2010	Dec 12, 2018	no	WEST YARMOUTH, MA\|SARASOTA, FL	Previous registration
REDHAWK WEALTH ADVISORS, INC.	Independent wealth	Jun 5, 2008	Feb 26, 2010	no	WEST YARMOUTH, MA	Previous registration
WORKMAN SECURITIES CORPORATION	n/a	Nov 6, 2006	Jun 6, 2008	no	WEST YARMOUTH, MA\|WEST YARMOUTH, MA	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jan 5, 2005	Dec 31, 2005	no	WEST YARMOUTH, MA\|LYNNFIELD, MA	Previous registration
EASTERN POINT ADVISORS INC.	n/a	May 4, 2000	Dec 31, 2004	no	W. YARMOUTH, MA	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
MCGUIRE FINANCIAL SERVICES, INC.	ACCURATE WEALTH MANAGEMENT, LLC	Oct 1, 2024	Jul 16, 2024	-77	Firm change after gap	Other
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	MCGUIRE FINANCIAL SERVICES, INC.	Dec 12, 2018	Dec 7, 2018	-5	Firm change	Other
REDHAWK WEALTH ADVISORS, INC.	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Feb 26, 2010	Feb 4, 2010	-22	Firm change	Other
WORKMAN SECURITIES CORPORATION	REDHAWK WEALTH ADVISORS, INC.	Jun 6, 2008	Jun 5, 2008	-1	Firm change	Other
INVESTORS CAPITAL ADVISORY	WORKMAN SECURITIES CORPORATION	Dec 31, 2005	Nov 6, 2006	310	Firm change	Other
EASTERN POINT ADVISORS INC.	INVESTORS CAPITAL ADVISORY	Dec 31, 2004	Jan 5, 2005	5	Bulk transfer	Other

Relationships

Registered with (7)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 16, 2024 to presentfactForm ADV
→ MCGUIRE FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 7, 2018 to Oct 1, 2024factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Feb 4, 2010 to Dec 12, 2018factForm ADV
→ REDHAWK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 5, 2008 to Feb 26, 2010factForm ADV
→ WORKMAN SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 6, 2006 to Jun 6, 2008factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jan 5, 2005 to Dec 31, 2005factForm ADV
→ EASTERN POINT ADVISORS INC.Registered adviserregistration: previous registration
May 4, 2000 to Dec 31, 2004factForm ADV

Dated events

Occurred
Oct 1, 2024
Advisor changed firm
Kenneth Joseph Mcguire left Mcguire Financial Services, Inc. for Accurate Wealth Management, Llc (registered 2024-07-16)
Form ADVobserved 4 days ago