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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-04 |
Branch Locations
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
210 W. Birch Street Suite 207, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spartan Aviation | Los Angeles | CA | 11/2014 | 03/2018 |
| Axxcess Wealth Management, Llc | Brea | CA | 02/2018 | 11/2019 |
| Axxcess Wealth Management, Llc | Brea | CA | 11/2019 | Present |
[1] ACCSC Proprietary School Evaluations; Not investment-related; 2101 Wilson Blvd., Arlington, VA 22201; Non-profit regulatory agency that oversees private trade career schools; Independent Contractor - On-site Evaluator; Start date: 11/2019; Approximately 24 hours/month, not during securities trading hours; Conduct on-site evaluations. [2] Fixed insurance; Not investment-related; 210 W. Birch Street, Suite 207, Brea, CA 92821; Insurance; Insurance Agent; Start Date: 07/2018; Approximately 32 hours/month; 28 hours during securities trading hours; Marketing and sales of insurance products - life, disability, long term care, health and group insurance, offered to individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-29 |
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