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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-01-04 |
Branch Locations
32322 South Coast Hwy Suite C, Laguna, CA 92651 • United States
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Mgmt Network | Irvine | CA | 06/1992 | 11/2016 |
| Fmn Capital Corporation | Laguna Hills | CA | 06/1995 | 11/2016 |
| Optivest Inc. | Dana Point | CA | 11/2016 | 10/2020 |
| Gramercy Securities, Inc. | Charleston | RI | 11/2016 | 10/2020 |
| Axxcess Wealth Management, Llc | Carlsbad | CA | 10/2020 | Present |
| Tessera Capital Partners, Llc | Penfield | NY | 10/2020 | 10/2021 |
The Zandbergen Group is DBA for securities and advisory business. Although a Registered Representative of Tessera Capital Partners, LLC, Bart Zandbergen operates under the name of The Zandbergen Group, which is not a registered entity, but is used because of the representational value associated with it. All Securities services will be offered through Tessera. Investment Advisory Services are offered through Axxcess Wealth Management, LLC. Other business activities include 1. LICENSED TO LIFE/HEALTH INSURANCE, BART A. ZANDBERGEN INC, INSURANCE SERVICES. 2. CERTIFIED DIVORCE FINANCIAL ANALYST DESIGNATION, SPECIALIZING IN THE FINANCIAL ISSUES SURROUNDING DIVORCE. REQUIREMENTS: TWO YEARS OF FINANCIAL PLANNING OR LEGAL EXPERIENCE. AFTER ATTAINING THE PROPER WORK EXPERIENCE, CANDIDATES ARE REQUIRED TO COMPLETE A FOUR-STEP MODULAR SELF-STUDY PROGRAM AND EXAM DESIGNED BY THE, THE INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS. CE REQUIREMENTS: 15 DIVORCE-SPECIFIC HOURS EVERY TWO YEARS. 3. BART ZANDBERGEN PERFORMS INTERMITTENT MODELING WORK AND CONTRIBUTES TO SEVERAL MAGAZINES ALL OF WHICH IS UNPAID AND UNRELATED TO THE SECURITIES INDUSTRY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-08 |
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