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Paul O'grady

15 Years of Experience
Wesley Chapel, FL
Broker

Paul O'grady is a registered investment advisor, based in Wesley Chapel, FL, with 15 years of industry experience.

Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is a member or owner of numerous real estate and investment-related LLCs, including O'Grady Investment Properties, PGR Holdings, Carson Street Properties, and others. He also holds positions in Clean Juice, uShipIt, Go Hawk Racing, Accurate Wealth Management, Medical Funding Solutions, Funding Partner, PTJMP Investments, and Accurate Sports Management, but generally does not actively manage these ventures, dedicating minimal time to each.

Employment History
Current Registrations
Aag Capital, INCBroker
April 2022 - Present · 4 yrs 1 mo
Accurate Wealth Management, LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Truadvice LLC
March 2018 - March 2020 · 2 yrs
Accurate Wealth Management, LLC
February 2015 - May 2015 · 3 mos
Global Financial Private Capital, LLC
May 2010 - March 2018 · 7 yrs 10 mos
State Registrations2 states
AZFL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.