DFX Intelligence

Data Factory

RIA / WealthAdvisor24 years in industry

PATRICIA HAGAN MAY

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ba21f97a-7403-390c-3f63-9ed3aaf53a02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2004 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: Feb 14, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 14, 2002
First registration: Feb 23, 2004
Dual registered: no
Other names: PATRICIA MARIE HAGAN|Patricia H May
IAPD individual key: 2700518

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	Dec 26, 2025	n/a	yes	WESLEY CHAPEL, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 3, 2017	Aug 25, 2020	no	LAKEWOOD RANCH, FL	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Jan 22, 2009	Jul 6, 2017	no	SARASOTA, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2006	Dec 23, 2008	no	SARASOTA, FL\|NEW YORK, NY	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Feb 23, 2004	Feb 21, 2006	no	SARASOTA, 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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	ACCURATE WEALTH MANAGEMENT, LLC	Aug 25, 2020	Dec 26, 2025	1,949	Firm change after gap	Ibd to RIA
STIFEL, NICOLAUS & COMPANY, INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 6, 2017	Aug 3, 2017	28	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Dec 23, 2008	Jan 22, 2009	30	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Feb 21, 2006	Feb 21, 2006	0	Bulk transfer	Other

Relationships

Registered with (5)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 26, 2025 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 3, 2017 to Aug 25, 2020factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Jan 22, 2009 to Jul 6, 2017factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2006 to Dec 23, 2008factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Feb 23, 2004 to Feb 21, 2006factForm ADV

Dated events

No dated event names this entity yet.