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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Brian Stephen George

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FL | Port Orchard, WA

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Search this name across graphsid dfx:ria:a184a518-67ce-ab4c-165d-7cb6e73101b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 6, 2008 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: Jul 24, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 24, 2008
First registration: Aug 6, 2008
Dual registered: yes, broker-dealer
Other names: BRIAN GEORGE|BRIAN S GEORGE
IAPD individual key: 5533597

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	Feb 6, 2023	n/a	yes	WESLEY CHAPEL, FL\|Port Orchard, WA	Current employment
PLANNING NETWORK PARTNERS	n/a	Dec 15, 2021	Mar 31, 2023	no	PORT ORCHARD, WA	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Dec 9, 2019	Dec 16, 2021	no	BREMERTON, WA\|SCHAUMBURG, IL\|SCHAUMBURG, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 17, 2015	Dec 16, 2019	no	SEATTLE, WA\|PORT ORCHARD, WA\|SEATTLE, WA\|BREMERTON, WA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Feb 28, 2013	Apr 29, 2015	no	POULSBO, WA\|SILVERDALE, WA\|BREMERTON, WA\|BREMERTON, WA\|BREMERTON, WA\|BREMERTON, WA	Previous registration
EDWARD JONES	National bd RIA	Aug 6, 2008	Mar 6, 2013	no	ST LOUIS, MO\|SILVERDALE, WA	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
PLANNING NETWORK PARTNERS	ACCURATE WEALTH MANAGEMENT, LLC	Mar 31, 2023	Feb 6, 2023	-53	Firm change after gap	Other
WORLD EQUITY GROUP, INC.	PLANNING NETWORK PARTNERS	Dec 16, 2021	Dec 15, 2021	-1	Firm change	Other
WELLS FARGO ADVISORS	WORLD EQUITY GROUP, INC.	Dec 16, 2019	Dec 9, 2019	-7	Firm change	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Apr 29, 2015	Apr 17, 2015	-12	Firm change	Wirehouse to wirehouse
EDWARD JONES	J.P. MORGAN SECURITIES LLC	Mar 6, 2013	Feb 28, 2013	-6	Firm change	Ibd to wirehouse

Relationships

Registered with (6)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 6, 2023 to presentfactForm ADV
→ PLANNING NETWORK PARTNERSRegistered adviserregistration: previous registration
Dec 15, 2021 to Mar 31, 2023factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Dec 9, 2019 to Dec 16, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 17, 2015 to Dec 16, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Feb 28, 2013 to Apr 29, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 6, 2008 to Mar 6, 2013factForm ADV

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
Brian Stephen George left Planning Network Partners for Accurate Wealth Management, Llc (registered 2023-02-06)
Form ADVobserved 6 days ago