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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 |
| TX | RA | APPROVED | 2026-04-27 |
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 | 2022-01-07 |
| TX | RA | APPROVED | 2022-01-04 |
Branch Locations
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charleston | WV | 08/2012 | 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 |
1) Licensed insurance agent; Not investment related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 2) On a temporary and transitional basis, Ian McIlvaine will be dually registered as an investment advisor representative with Vandalia Wealth Management Incorporated ("Vandalia Wealth") and Axxcess Wealth Management, LLC ("Axxcess"). This dual affiliation is strictly for transitional purposes only. Following the transition of clients from Axxcess to Vandalia Wealth, this dual affiliation will cease.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-25 |
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