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Kevin William Manzo

Axxcess Wealth Management, LLC

Carlsbad, CA

Brea, CA

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Current Employers
Axxcess Wealth Management, Llc

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-04
  • CA RA
    APPROVED
    Since 2022-01-04

Branch Locations

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

210 W. Birch Street Suite 207, Brea, CA 92821 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arete Wealth Management Llc Carlsbad CA 10/2013 12/2019
Tessera Capital Partners Encinitas CA 09/2021 10/2021
Axxcess Wealth Management, Llc Brea CA 06/2012 Present
  • 10/2013 → 12/2019
    Arete Wealth Management Llc
    Carlsbad, CA
  • 09/2021 → 10/2021
    Tessera Capital Partners
    Encinitas, CA
  • 06/2012 → Present
    Axxcess Wealth Management, Llc
    Brea, CA
Previous Registrations
  • 2013-03-08 → 2021-12-31
    Axxcess Wealth Management, Llc
    Carlsbad, CA
    Fullerton, CA
  • 2011-06-17 → 2012-12-19
    Martin Kelly Capital Management, Llc
    San Diego, CA
    La Habra Heights, CA
  • 2008-07-14 → 2010-01-05
    C.K. Cooper & Company, Inc.
    Irvine, CA
    Irvine, CA
    Irvine, CA
Other Businesses

1) BGA INSURANCE; NOT INVESTMENT-RELATED; BREA, CA; INSURANCE SALES; AGENT; START 2/2016; APPX 5 HOURS/MONTH, DURING SECURITIES TRADING HOURS; LIFE AND VARIABLE LIFE AND VARIABLE ANNUITY SALES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-15
  • S66 Uniform Combined State Law Examination
    2007-05-15
Other Names
  • Kevin Manzo
  • Kevin W Manzo

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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