Best Investors
Account
Sign in
Best Investors
Account
Sign in
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-03-30 |
| TX | RA | APPROVED | 2022-03-30 |
Branch Locations
7400 W. 130Th Street Suite 230, Overland Park, KS 66213 • United States
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Overland Park | KS | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 11/2016 | 04/2022 |
| Axxcess Wealth Management, Llc | Overland Park | KS | 03/2022 | Present |
1) Sewalson Milazzo Financial Consulting Group LLC, Investment Related, Overland Park, KS, 50% Ownership, Start 03/2022, 200 Hours Per Month, 130 Hours During Trading, DBA for advisory activities at Axxcess Wealth Management, LLC. 2) Insurance Sales, Not investment-related, Overland Park, KS, Insurance, Agent, Start 11/1999, Appx 10% of time during the month, during securities trading hours, Accident & Health or Sickness, Life, Variable Life, and Variable Annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-27 |
Reach out to this advisor