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Advisor at AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD, CA | Overland Park, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | Independent wealth | Mar 31, 2022 | n/a | yes | Overland Park, KS|CARLSBAD, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 24, 2000 | Apr 13, 2022 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | AXXCESS WEALTH MANAGEMENT, LLC | Apr 13, 2022 | Mar 31, 2022 | -13 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:164081:KS:2022-04-13 | Apr 13, 2022 | Mar 31, 2022 | OVERLAND PARK, KS | Firm change |