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13300 Crossroads Pkwy N 170, City Of Industry, CA 91746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-11 |
Branch Locations
13300 Crossroads Pkwy N 170, City Of Industry, CA 91746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axxcess Wealth Management, Llc Dba Osprey Capital Partners Llc | City Of Industry | CA | 02/2025 | 09/2025 |
| Pelletier & Leo, Llp | City Of Industry | CA | 11/2021 | Present |
| Pricewaterhousecoopers, Llp | Los Angeles | CA | 06/2016 | 11/2021 |
| P&L Family Wealth, Llc | City Of Industry | CA | 02/2026 | Present |
1) Pelletier & Leo, LLP, not investment related; 13300 Crossroads PKWY N #170, City of Industry, CA, 91746; Tax and Accounting Services; Partner; Start 11/01/2021; approximately 80 hours per month are dedicated to this business during trading hours
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