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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-11 |
| TX | RA | APPROVED_RES | 2022-01-04 |
Branch Locations
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
1833 N 105Th St #101, Seattle, WA 98133 • 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 |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 08/2016 | 11/2020 |
| Securities America, Inc. | Seattle | WA | 11/2020 | 04/2021 |
| Securities America Advisors, Inc. | Seattle | WA | 11/2020 | 04/2021 |
| Arbor Point Advisors | Seattle | WA | 11/2020 | 04/2021 |
| Tessera Capital Partners, Llc | Penfield | NY | 06/2021 | 09/2021 |
| Axxcess Wealth Management, Llc | Seattle | WA | 04/2021 | Present |
| Arete Wealth Management Llc | Seattle | WA | 09/2021 | 08/2023 |
1) Collier Sustainable Wealth Management; Investment-related; 1833 N 105th St, Ste 101, Seattle WA 98133; Start 4/2021; dba for investment advisory business with Axxcess Wealth Managment 2) Insurance; Not Investment-related;1833 N 105th St, Ste 101, Seattle WA 98133; Insurance; Independent Insurance Agent; Start 01/2007; One hour per month; One hour during securities trading hours; Presenting and selling insurance products and solutions. 3) Collier Sustainable Wealth Management; Not Investment-related; 1833 N 105th St, Ste 101, Seattle WA 98133; Start 9/2021; Personal Finance; Money Coach; Ten hours per month; Five hours during securities trading hours; Coaching work pro-bono talking to people about their relationship to money.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-20 |
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