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500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-01 |
Branch Locations
500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-12-17 |
Branch Locations
500 Corporate Landing Suite 201, Charleston, WV 25301 • 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 |
|---|---|---|---|---|
| Loc Investment Advisers | Hurricane | WV | 11/2014 | 12/2025 |
| Axxcess Wealth Management, Llc | Charleston | WV | 12/2025 | Present |
| Vandalia Wealth Management Incorporated | Charleston | WV | 06/2026 | Present |
1) On a temporary and transitional basis, Jeffrey Borman will be dually registered as an investment advisor representative with Vandalia Wealth Management Incorporated ("Vandalia Wealth") and Axxcess Wealth Management, LLC ("Axxcess Wealth"). This dual affiliation is strictly for transitional purposes only. Following the transition of clients from Axxcess Wealth to Vandalia Wealth, this dual affiliation will cease.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-25 |
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