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RIA / WealthAdvisor23 years in industry

TODD ERIC LUNSFORD

Advisor at INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:ae1e4dde-23d1-7ee3-4756-6f608ba5ab65

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 6, 2003 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: INTERNATIONAL PRIVATE WEALTH ADVISORS 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: Aug 5, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 5, 2003
First registration: Aug 6, 2003
Dual registered: no
IAPD individual key: 4630375

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
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	Independent wealth	Aug 10, 2023	n/a	yes	SAN DIEGO, CA	Current employment
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Jul 14, 2023	Aug 21, 2023	no	Anaheim, CA\|CARLSBAD, CA	Previous registration
LEGACY PCG, LLC	Independent wealth	Jul 25, 2016	Aug 15, 2023	no	NEWPORT, CA	Previous registration
LEGACY PRIVATE CLIENT GROUP, INC.	Former SEC adviser	Sep 27, 2012	Dec 31, 2016	no	KAMAS, UT	Previous registration
SAGENT WEALTH MANAGEMENT	Independent wealth	Sep 2, 2008	Apr 26, 2012	no	LAGUNA BEACH, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jun 23, 2004	Sep 16, 2008	no	NEWPORT BEACH, CA\|NEWPORT BEACH, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 6, 2003	Jun 29, 2004	no	IRVINE, CA	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
AXXCESS WEALTH MANAGEMENT, LLC	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	Aug 21, 2023	Aug 10, 2023	-11	Firm change	RIA to RIA
LEGACY PCG, LLC	AXXCESS WEALTH MANAGEMENT, LLC	Aug 15, 2023	Jul 14, 2023	-32	Firm change after gap	RIA to RIA
LEGACY PRIVATE CLIENT GROUP, INC.	LEGACY PCG, LLC	Dec 31, 2016	Jul 25, 2016	-159	Firm change after gap	Other
SAGENT WEALTH MANAGEMENT	LEGACY PRIVATE CLIENT GROUP, INC.	Apr 26, 2012	Sep 27, 2012	154	Firm change	Other
UBS FINANCIAL SERVICES INC.	SAGENT WEALTH MANAGEMENT	Sep 16, 2008	Sep 2, 2008	-14	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	UBS FINANCIAL SERVICES INC.	Jun 29, 2004	Jun 23, 2004	-6	Firm change	Ibd to wirehouse

Team moves

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

Team	Left	Joined	From	Kind
159063:283909:UT:2016-12-31	Dec 31, 2016	Jul 25, 2016	KAMAS, UT	Firm change after gap

Relationships

Registered with (7)

→ INTERNATIONAL PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Aug 10, 2023 to presentfactForm ADV
→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 14, 2023 to Aug 21, 2023factForm ADV
→ LEGACY PCG, LLCRegistered adviserregistration: previous registration
Jul 25, 2016 to Aug 15, 2023factForm ADV
→ LEGACY PRIVATE CLIENT GROUP, INC.Registered adviserregistration: previous registration
Sep 27, 2012 to Dec 31, 2016factForm ADV
→ SAGENT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 2, 2008 to Apr 26, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jun 23, 2004 to Sep 16, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 6, 2003 to Jun 29, 2004factForm ADV

Dated events

Occurred
Aug 21, 2023
Advisor changed firm
Todd Eric Lunsford left Axxcess Wealth Management, Llc for International Private Wealth Advisors Llc (registered 2023-08-10)
Form ADVobserved 6 days ago
Occurred
Aug 15, 2023
Advisor changed firm
Todd Eric Lunsford left Legacy Pcg, Llc for Axxcess Wealth Management, Llc (registered 2023-07-14)
Form ADVobserved 6 days ago