DT
Dorsey W. Tyndall
AXXCESS WEALTH MANAGEMENT
Greenville, NC 27858
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CRD#: 2900880
DT
Professional summary
Dorsey Webster Tyndall, who also goes by Webb Tyndall, Dorsey Webster Webb, is a registered financial advisor currently at AXXCESS WEALTH MANAGEMENT, LLC located in Greenville, North Carolina.
Dorsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Dorsey has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Webb Tyndall | Dorsey Webster Webb
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Lynnbrook Partners, non-investment related, 710 Cromwell Drive, Ste A, Greenville, NC 27858; investment advisory business with Axxcess Wealth Managment, LLC dba Vandalia Wealth, 01/15/2025, 0 hours per month, 0 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Dorsey Webster Tyndall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 29, 2025 - Present
AXXCESS WEALTH MANAGEMENT, LLC
Office #1: 710 Cromwell Drive Suite A, Greenville, NC 27858RIA
CRD#: 164081
Greenville, NC
Past
June 1, 2022 - January 30, 2025
FORVIS MAZARS WEALTH ADVISORS, LLC
RIA
CRD#: 110905
Greenville, NC
Past
January 3, 2017 - August 24, 2022
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
RIA
CRD#: 109279
Greenville, NC
Past
May 12, 2011 - December 31, 2016
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
RIA
CRD#: 109279
GREENVILLE, NC
Past
May 20, 2009 - March 2, 2010
MID-ATLANTIC SECURITIES, INC.
RIA
CRD#: 18836
GREENVILLE, NC
Past
February 2, 2007 - March 2, 2010
MID-ATLANTIC SECURITIES, INC.
BD
CRD#: 18836
RALEIGH, NC
Past
January 14, 2004 - February 9, 2005
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
May 23, 2001 - December 31, 2001
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
June 18, 1997 - March 29, 1999
TRIDENT SECURITIES, INC.
BD
CRD#: 8728
RALEIGH, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AXXCESS WEALTH MANAGEMENT, LLC
ALTA PRIVATE WEALTH | WILLIAMSON LEGACY GROUP | VANDALIA WEALTH MANAGEMENT | THE ZANDBERGEN GROUP | SILVERSTONE PRIVATE WEALTH | SEWALSON MILAZZO FINANCIAL CONSULTING GROUP | SENTRY PACIFIC FINANCIAL GROUP | ROUTE 20 PRIVATE WEALTH | PROVIDENCE WEALTH MANAGEMENT | PATHFINDER WEALTH ADVISORS | PATHFINDER | OUTWING PRIVATE WEALTH MANAGEMENT | OSPREY CAPITAL PARTNERS LLC | OPTIMIZED WEALTH STRATEGIES | MK CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL MANAGEMENT | MADDIX WEALTH MANAGEMENT | LIFETIME WEALTH SOLUTIONS | LA WEALTH ADVISORS | JENNIFER P. EASLEY, CFP | INVESTATE WEALTH MANAGEMENT | E AND E FINANCIAL | DONAHUGH WEALTH | COLLIER SUSTAINABLE WEALTH MANAGEMENT | AXXCESS WEALTH MANAGEMENT, LLC | ASSET PRESERVATION STRATEGIES | ASCENDANT CAPITAL MANAGEMENT, LLC | AMBROSINI WEALTH
CRD#: 164081 / SEC#: 801-76763
RIA
Registered Investment Advisory firm - (6/6/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(1/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AW
AXXCESS WEALTH MANAGEMENT, LLC
ALTA PRIVATE WEALTH | WILLIAMSON LEGACY GROUP | VANDALIA WEALTH MANAGEMENT | THE ZANDBERGEN GROUP | SILVERSTONE PRIVATE WEALTH | SEWALSON MILAZZO FINANCIAL CONSULTING GROUP | SENTRY PACIFIC FINANCIAL GROUP | ROUTE 20 PRIVATE WEALTH | PROVIDENCE WEALTH MANAGEMENT | PATHFINDER WEALTH ADVISORS | PATHFINDER | OUTWING PRIVATE WEALTH MANAGEMENT | OSPREY CAPITAL PARTNERS LLC | OPTIMIZED WEALTH STRATEGIES | MK CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL MANAGEMENT | MADDIX WEALTH MANAGEMENT | LIFETIME WEALTH SOLUTIONS | LA WEALTH ADVISORS | JENNIFER P. EASLEY, CFP | INVESTATE WEALTH MANAGEMENT | E AND E FINANCIAL | DONAHUGH WEALTH | COLLIER SUSTAINABLE WEALTH MANAGEMENT | AXXCESS WEALTH MANAGEMENT, LLC | ASSET PRESERVATION STRATEGIES | ASCENDANT CAPITAL MANAGEMENT, LLC | AMBROSINI WEALTH
CRD#: 164081 / SEC#: 801-76763
RIA
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Contact information
Main Address
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011
Mailing Address
Phone number
(858) 217-5347
Established
Firm type
Fiscal year end
# of Employees
86
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,242 |
| AUM (Assets Under Management) | $ 6,329,396,180 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
