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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-09 |
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 |
|---|---|---|---|---|
| 20/20 Financial Advisers - Cardiff By The Sea, Llc | Cardiff By The Sea | CA | 03/2020 | 09/2022 |
| 20/20 Capital Management, Inc. | Cardiff By The Sea | CA | 01/2022 | 01/2023 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 06/2022 | 11/2024 |
| Axxcess Wealth Management, Llc Dba Ambrosini Wealth | Portland | OR | 12/2024 | Present |
| 20/20 Financial Advisers Of Cardiff By The Sea | Cardiff By The Sea | CA | 02/2014 | 03/2020 |
1. Insurance licensed, not investment-related, same location, fixed-insurance products, insurance agent, 06/2022, 1hrs./mo., 10 hrs., sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs) 2. Ambrosini Wealth, not investment related, same location, dba for advisory business with Axxcess Wealth Management, LLC, Start 12/10/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-11 |
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