DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian Stephen George

Accurate Wealth Management, LLCindependent RIAWesley Chapel, Fl dual registrantIAPD 5533597

Feed of 09/14/2026

Also filed as Brian George

At current firm

3 y

since Feb 6, 2023

In the industry

18 y

since Jul 24, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedaccurateadvisory.comfirm site, Sep 15, 2026
Professional profile: accurateadvisory.com/team-database/brian-georgereportedaccurateadvisory.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Accurate Wealth Management, LLC independent RIA current
since Feb 6, 2023 · Wesley Chapel, Fl
Planning Network Partners unclassified
Dec 15, 2021 to Mar 31, 2023 · Port Orchard, Wa
World Equity Group, Inc. BD affiliated
Dec 9, 2019 to Dec 16, 2021 · Bremerton, Wa
Wells Fargo Advisors wirehouse
Apr 17, 2015 to Dec 16, 2019 · Seattle, Wa
J.P. Morgan Securities LLC wirehouse
Feb 28, 2013 to Apr 29, 2015 · Poulsbo, Wa
Edward Jones national BD
Aug 6, 2008 to Mar 6, 2013 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Planning Network Partners to Accurate Wealth Management, LLC
left Mar 31, 2023, registered Feb 6, 2023 (-53 days) · Other
World Equity Group, Inc. to Planning Network Partners
left Dec 16, 2021, registered Dec 15, 2021 (-1 days) · Other
Wells Fargo Advisors to World Equity Group, Inc.
left Dec 16, 2019, registered Dec 9, 2019 (-7 days) · Wirehouse to affiliated broker-dealer or bank
J.P. Morgan Securities LLC to Wells Fargo Advisors
left Apr 29, 2015, registered Apr 17, 2015 (-12 days) · Wirehouse to wirehouse
Edward Jones to J.P. Morgan Securities LLC
left Mar 6, 2013, registered Feb 28, 2013 (-6 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Brian Stephen George left Planning Network Partners for Accurate Wealth Management, Llc (registered 2023-02-06)
Mar 31, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address