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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-06-01 |
Branch Locations
14015 W. Meadowshire Dr., New Berlin, WI 53151 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 01/2016 | 05/2018 |
| Arkadios Capital | Atlanta | GA | 05/2018 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 05/2018 | Present |
1)Matt Porter & Associates;not investment related;14015 W Meadowshire Dr,New Berlin,WI 53151;insurance,fixed annuities,ord. life ins.,LTC;owner;1/2016;15 hrs/month;2 hrs during trading;selling & servicing fixed insurance products 2)N/A;non-investment related;14015 w. meadowshire dr., New Berlin, WI 53151;occasionally sell/buy collectibles;sell/buy collectibles;1970;2 hrs/month;0 hrs during trading;buy/sell collectibles
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-01 |
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