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500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-04-30 |
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 | 2026-01-05 |
Branch Locations
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
500 Corporate Landing Suite 201, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axxcess Wealth Management, Llc | Charleston | WV | 11/2025 | Present |
| Mckinley Carter Wealth Services | Charleston | WV | 03/2020 | 09/2025 |
| Job Corps | Charleston | WV | 12/2018 | 12/2019 |
| Bypass Pharmacy | Dunbar | WV | 04/2017 | 10/2017 |
| Prestera Center For Mental Health Services, Inc. | Dunbar | WV | 08/2014 | 04/2017 |
| Home Base, Inc. | Charleston | SC | 01/2018 | 12/2018 |
| Vandalia Wealth Management Incorporated | Charleston | WV | 04/2026 | Present |
1) On a temporary and transitional basis, Chelsea Weiss 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 | 2025-10-24 |
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