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Current Employers
Axxcess Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

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

4921 Birch Street Suite 120, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Olympia WA 04/2024 03/2025
Purus Wealth Management Newport Beach CA 10/2022 11/2023
Full-Time Student Lake Forest AR 07/2014 06/2022
Unemployed Lake Forest CA 07/2022 09/2022
Unemployed Lake Forest CA 12/2023 03/2024
Axxcess Wealth Management, Llc Dba Osprey Capital Partners Llc Newport Beach CA 04/2025 Present
  • 04/2024 → 03/2025
    Olympia, WA
  • 10/2022 → 11/2023
    Purus Wealth Management
    Newport Beach, CA
  • 07/2014 → 06/2022
    Full-Time Student
    Lake Forest, AR
  • 07/2022 → 09/2022
    Unemployed
    Lake Forest, CA
  • 12/2023 → 03/2024
    Unemployed
    Lake Forest, CA
  • 04/2025 → Present
    Axxcess Wealth Management, Llc Dba Osprey Capital Partners Llc
    Newport Beach, CA
Previous Registrations
Other Businesses

1) 07/15/2024 - Poshmark - online sale of personal clothing - online sale of personal clothing - CA 92630 - Non investment related - 2 Hours per month - Start date: 03/10/2021.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-30
  • S66 Uniform Combined State Law Examination
    2024-10-30

View on SEC IAPD

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