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Advisor at AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD, CA | CAMAS, WA
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 | Dec 9, 2024 | n/a | yes | CAMAS, WA|CARLSBAD, CA | Current employment |
| PRIME CAPITAL FINANCIAL | Mixed wealth | Jun 22, 2022 | Jan 23, 2025 | no | OVERLAND PARK, KS|Cardiff, CA|PORTLAND, OR|Cardiff by The Sea, CA | Previous registration |
| 20/20 CAPITAL MANAGEMENT, INC | Former SEC adviser | Mar 11, 2022 | Dec 31, 2022 | no | COSTA MESA, CA|Cardiff By The Sea, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL | AXXCESS WEALTH MANAGEMENT, LLC | Jan 23, 2025 | Dec 9, 2024 | -45 | Firm change after gap | RIA to RIA |
| 20/20 CAPITAL MANAGEMENT, INC | PRIME CAPITAL FINANCIAL | Dec 31, 2022 | Jun 22, 2022 | -192 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281692:288712:CA:2022-12-31 | Dec 31, 2022 | Jun 22, 2022 | CARDIFF BY THE SEA, CA | Firm change after gap |