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Current Employers
Axxcess Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-04-01
TX RA APPROVED_RES 2022-03-31
  • KS RA
    APPROVED
    Since 2022-04-01
  • TX RA
    APPROVED_RES
    Since 2022-03-31

Branch Locations

7400 West 130Th Street Suite 230, Overland Park, KS 66062 • United States

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

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Overland Park KS 05/2009 11/2016
Wells Fargo Clearing Services, Llc Overland Park KS 10/2000 04/2022
Axxcess Wealth Management, Llc Overland Park KS 03/2022 Present
Previous Registrations
Other Businesses

1.) Sewalson Milazzo Financial Consulting Group, LLC; Investment-related; Overland Park, KS; 50% Ownership; Start 03/2022; 200 Hrs Per Month, 130 Hrs During Trading, DBA for advisory activities at Axxcess Wealth Management, LLC 2.) Insurance Sales; Not investment-related; Overland Park, KS; Insurance; Agent; Start 05/2000; Appx 10% of time during the month, during securities trading hours; Accident and Health or Sickness and Life insurance sales 3.) Mark Sewalson Photography; Not Investment-related; Olathe, KS; Photography Services; Owner; Start 9/2013; 4 Hrs Per Month; 0 Hrs During Trading; Takes photos for sale 4.) Ann Lawrence Special Needs Trust; Investment-related; Olathe, KS; Trust; Co-trustee; Start 04/2023; 4 Hrs Per Month; 0 Hrs During Trading; Trustee of family member's trust 5.) City Union Mission; Not Investment-related; Kansas City, MO; Charitable Organization; Board Member; Start 04/2004; 4 Hrs Per Month; 0 Hrs During Trading; Attends monthly meetings

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-04-07
S63 Uniform Securities Agent State Law Examination 1983-08-26
  • S65 Uniform Investment Adviser Law Examination
    1994-04-07
  • S63 Uniform Securities Agent State Law Examination
    1983-08-26

View on SEC IAPD

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