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Current Employers
Vandalia Wealth

500 Corporate Landing Suite 201, Charleston, WV 25311 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-04-30
  • WV RA
    APPROVED
    Since 2026-04-30

Branch Locations

500 Corporate Landing Suite 201, Charleston, WV 25311 • United States

Axxcess Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-14
WV RA APPROVED 2022-01-07
  • TX RA
    APPROVED_RES
    Since 2024-11-14
  • WV RA
    APPROVED
    Since 2022-01-07

Branch Locations

500 Corporate Landing Suite 201, Charleston, WV 25311 • United States

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • 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
Wells Fargo Advisors Llc Charleston WV 05/2009 11/2016
Wells Fargo Clearing Services, Llc Charleston WV 11/2016 07/2021
Axxcess Wealth Management, Llc Charleston WV 07/2021 Present
Vandalia Wealth Management Incorporated Charleston WV 04/2026 Present
Previous Registrations
Other Businesses

1. The City of Charleston, WV; Not Investment Related; Charleston, WV; City; Commissioner, Municipal Beautification Commission; Start Date 11/2021; 1 Hour Per Month/ 1 Hour During Trading. 2. Kanawha Garden Club; Not Investment Related; Charleston, WV; Board Member; Start Date 07/2022: 2 Hours Per Month/ 0 During Trading. 3. The Nature Conservancy in West Virginia; Not investment-related; 435 Wilson St, Elkins, WV 26241; Nature conservancy; Trustee; Serve as trustee on behalf of nature conservancy; Less than 5% of time per month. 4. On a temporary and transitional basis, Lois Crichton 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-08
S63 Uniform Securities Agent State Law Examination 1992-11-27
  • S65 Uniform Investment Adviser Law Examination
    2000-06-08
  • S63 Uniform Securities Agent State Law Examination
    1992-11-27
Other Names
  • Lois Ann Brown
  • Lois Ann Hudson

View on SEC IAPD

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