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Advisor at ACCURATE WEALTH MANAGEMENT, LLC
Zephyrhills, 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 17, 2025 | n/a | yes | WESLEY CHAPEL, FL|Zephyrhills, FL | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Apr 7, 2015 | Aug 1, 2022 | no | LUTZ, FL | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Mar 26, 2015 | Apr 9, 2015 | no | ZEPHYRHILLS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | ACCURATE WEALTH MANAGEMENT, LLC | Aug 1, 2022 | Jan 17, 2025 | 900 | Firm change after gap | RIA to RIA |
| SECURITIES AMERICA ADVISORS, INC. | LINCOLN INVESTMENT | Apr 9, 2015 | Apr 7, 2015 | -2 | Firm change | Other |