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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MERIS AREL COLLIER

Advisor at AXXCESS WEALTH MANAGEMENT, LLC

Seattle, WA | CARLSBAD, CA

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Search this name across graphsid dfx:ria:0b03dd96-3ca1-b88e-2124-9534be92aca0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 30, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AXXCESS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 20, 2006
First registration: May 30, 2007
Dual registered: no
Other names: MERIS A COLLIER
IAPD individual key: 5100936

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Jan 4, 2022	n/a	yes	CARLSBAD, CA\|Seattle, WA	Current employment
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Apr 29, 2021	Dec 31, 2021	no	Seattle, WA	Previous registration
ARBOR POINT ADVISORS	Former SEC adviser	Nov 6, 2020	Apr 29, 2021	no	SEATTLE, WA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Nov 6, 2020	Apr 29, 2021	no	SEATTLE, WA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Aug 15, 2016	Nov 6, 2020	no	SEATTLE, WA\|Seattle, WA\|SEATTLE, WA	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Feb 24, 2009	Aug 15, 2016	no	OVERLAND PARK, KS\|SEATTLE, WA	Previous registration
Collier	n/a	May 30, 2007	Aug 15, 2016	no	SEATTLE, WA\|SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SECURITIES AMERICA ADVISORS, INC.	ARBOR POINT ADVISORS	Apr 29, 2021	Nov 6, 2020	-174	Channel change	Ibd to ibd
ARBOR POINT ADVISORS	AXXCESS WEALTH MANAGEMENT, LLC	Apr 29, 2021	Apr 29, 2021	0	Firm change	Ibd to RIA
KMS FINANCIAL SERVICES, INC	SECURITIES AMERICA ADVISORS, INC.	Nov 6, 2020	Nov 6, 2020	0	Bulk transfer	Ibd to ibd
Collier	VSR ADVISORY SERVICES	Aug 15, 2016	Feb 24, 2009	-2,729	Firm change after gap	Other
VSR ADVISORY SERVICES	KMS FINANCIAL SERVICES, INC	Aug 15, 2016	Aug 15, 2016	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110518:165127:WA:2021-04-27	Apr 29, 2021	Nov 6, 2020	SEATTLE, WA	Firm change after gap

Relationships

Registered with (6)

→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 29, 2021 to Dec 31, 2021factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Nov 6, 2020 to Apr 29, 2021factForm ADV
→ ARBOR POINT ADVISORSRegistered adviserregistration: previous registration
Nov 6, 2020 to Apr 29, 2021factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Aug 15, 2016 to Nov 6, 2020factForm ADV
→ COLLIERRegistered adviserregistration: previous registration
May 30, 2007 to Aug 15, 2016factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 24, 2009 to Aug 15, 2016factForm ADV

Dated events

No dated event names this entity yet.