Timothy Taylor Rickey

Current Employers

Employment History

• 09/2017 → 02/2021
  Wells Fargo Advisors Financial Network, Llc
  Newport Beach, CA
• 06/2013 → 08/2017
  Irvine Company
  Newport Beach, CA
• 08/2014 → 05/2017
  California State University Of Long Beach
  Long Beach, CA
• 08/2017 → 02/2021
  Apex Investment Planning Services Llc Wells Fargo Finet
  Newport Beach, CA
• 06/2013 → 09/2017
  Pelican Hill Resort
  Newport Coast, CA
• 02/2021 → 05/2021
  Unemployed
  Newport Beach, CA
• 05/2021 → 06/2021
  Brett Bissell
  Irvine, CA
• 05/2021 → 06/2021
  Robert Grimm
  Irvine, CA
• 06/2021 → 01/2023
  Northwestern Mutual Investment Services Llc
  Irvine, CA
• 02/2023 → Present
  Axxcess Wealth Management, Llc D/B/A Zandbergen Group
  Laguna Beach, CA

Previous Registrations

• 2021-06-16 → 2023-01-09
  Northwestern Mutual Investment Services, Llc
  Irvine, CA
• 2018-08-07 → 2021-02-26
  Wells Fargo Advisors Financial Network, Llc
  Newport Beach, CA
  Newport Beach, CA
  Long Beach, CA

Other Businesses

1) Insurance, Not investment-related, Newport Beach, CA, Insurance, Agent, Start 6/2020, Approximately 10% of time per month, during securities trading hours, Sales of accident & health or sickness, life, and variable life and variable annuity insurance 2) Zandbergen Group; Not Investment Related; 32322 South Coast Hwy, Laguna Beach, CA 92651; DBA for advisory business with Axxcess Wealth Management, LLC; Start 2/2023

Exams

• S66 Uniform Combined State Law Examination
  2018-08-07

Designations

Other Names

• Timothy Rickey
• Timothy Taylor Rickey
• Tim Rickey