Timothy Taylor Rickey
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Axxcess Wealth Management, LLCSep 2025 to now
- Axxcess Wealth Management, LLC d/b/a Zandbergen GroupFeb 2023 to now
- Northwestern Mutual Investment Services LLCJun 2021 to Jan 2023
- Brett BissellMay 2021 to Jun 2021
- Robert GrimmMay 2021 to Jun 2021
- UnemployedFeb 2021 to May 2021
- Wells Fargo Advisors Financial Network, LLCSep 2017 to Feb 2021
- Apex Investment Planning Services LLC Wells Fargo FinetAug 2017 to Feb 2021
- California State University of Long BeachAug 2014 to May 2017
- Pelican Hill ResortJun 2013 to Sep 2017
- Irvine CompanyJun 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Axxcess Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6856099
- 164081