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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst31 years in industry

DERON T MCCOY

Advisor at AXXCESS WEALTH MANAGEMENT, LLC

Pacific Palisades, CA | CARLSBAD, CA

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Search this name across graphsid dfx:ria:ed669e53-48e9-33d3-0d91-dad650a7d2f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Apr 20, 1999 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: Jun 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Aug 9, 1995
First registration: Apr 20, 1999
Dual registered: no
Other names: DERON T MCCOY|DERON TALMADGE MCCOY
IAPD individual key: 2641428

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	Mar 10, 2025	n/a	yes	Pacific Palisades, CA\|CARLSBAD, CA	Current employment
SIGNATURE INTELLIGENT PORTFOLIOS, LLC	Former SEC adviser	Oct 23, 2015	Apr 17, 2024	no	LOS ANGELES, CA	Previous registration
SIGNATURE INVESTMENT ADVISORS, LLC	Independent wealth	May 11, 2012	Apr 17, 2024	no	LOS ANGELES, CA	Previous registration
Seia	Bd affiliated wealth	Apr 12, 2010	Apr 17, 2024	no	LOS ANGELES, CA	Previous registration
Seia	Bd affiliated wealth	Sep 14, 2001	May 16, 2006	no	LOS ANGELES, CA	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Apr 20, 1999	Dec 31, 2002	no	LOS ANGELES, CA\|LOS ANGELES, CA\|LOS ANGELES, 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
Seia	SIGNATURE INVESTMENT ADVISORS, LLC	Apr 17, 2024	May 11, 2012	-4,359	Firm change after gap	Other
SIGNATURE INVESTMENT ADVISORS, LLC	SIGNATURE INTELLIGENT PORTFOLIOS, LLC	Apr 17, 2024	Oct 23, 2015	-3,099	Firm change after gap	Other
SIGNATURE INTELLIGENT PORTFOLIOS, LLC	AXXCESS WEALTH MANAGEMENT, LLC	Apr 17, 2024	Mar 10, 2025	327	Firm change	RIA to RIA
SIGNATOR INVESTORS, INC.	Seia	Dec 31, 2002	Sep 14, 2001	-473	Firm change after gap	Other

Relationships

Registered with (5)

→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 10, 2025 to presentfactForm ADV
→ SEIARegistered adviserregistration: previous registration
Apr 12, 2010 to Apr 17, 2024factForm ADV
→ SIGNATURE INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 11, 2012 to Apr 17, 2024factForm ADV
→ SIGNATURE INTELLIGENT PORTFOLIOS, LLCRegistered adviserregistration: previous registration
Oct 23, 2015 to Apr 17, 2024factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Apr 20, 1999 to Dec 31, 2002factForm ADV

Dated events

Occurred
Apr 17, 2024
Advisor changed firm
Deron T Mccoy left Signature Intelligent Portfolios, Llc for Axxcess Wealth Management, Llc (registered 2025-03-10)
Form ADVobserved 5 days ago
Occurred
Apr 17, 2024
Advisor changed firm
Deron T Mccoy left Signature Investment Advisors, Llc for Signature Intelligent Portfolios, Llc (registered 2015-10-23)
Form ADVobserved 5 days ago
Occurred
Apr 17, 2024
Advisor changed firm
Deron T Mccoy left Seia for Signature Investment Advisors, Llc (registered 2012-05-11)
Form ADVobserved 5 days ago