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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Axxcess Wealth Management, Llc | Laguna Niguel | CA | 11/2022 | Present |
| Self Employed | Laguna Niguel | CA | 07/2009 | 11/2022 |
1. Insurance; Not investment related; 108 Stoney Pointe, Laguna Niguel, CA 92677; Agent; Start 06/1995; Approximately 80 hours per month; Approximately 80 hours during securities trading hours; Accident & health or sickness, casualty, life, property insurance sales 2. Donahugh Wealth Management; Not-Investment-Related; DBA for Investment Advisory Business with Axxcess Wealth Management, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-23 |
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