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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-23 |
Branch Locations
2591 N Dallas Parkway #300, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parry Financial Advisors, Llc | Frisco | TX | 11/2001 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2016 | 07/2019 |
| Arkadios Capital | Atlanta | GA | 07/2019 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 07/2019 | Present |
1. Parry Financial Advisors LLC, Is Investment Related, 2591 N Dallas Parkway #300, Frisco, TX, 75034, United States, Pass through entity, Single Member LLC, 7/7/2020, 0 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Pass Through Entity 2. Parry Financial Advisors LLC - S Corp, Is Not Investment Related,2591 N Dallas Parkway #300, Frisco, TX, 75034, United States, Parry Financial Advisors, Single Member S Corp, 1/1/2022, 10 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Tax Purposes 3. Ashar Group; Is Not Investment related; 1800 Pembrook Dr, #240, Orlando, FL 32810; life settlements; licensed settlement broker; 1/2016;10 hrs/month; .5 hrs during trading; contacting CPAs, attorneys, trust officers regarding potential cases. 4. Crump Life Insurance, Is Not Investment Related, 4135 N. Front Street, Harrisburg, PA, 17110, United States, Insurance, Insurance Agent, 1/1/2000, 20 hours per month, 0 hours per month during trading hours, Commission Compensation, Life Insurance 5. Parry Financial NewCo LLC,Is Not Investment Related,"2591 N Dallas Parkway #300, , Frisco, TX, 75034, United States", New S Corp for partial sale to Stewardship, Managing Partner, 4/8/2026,0 hours per month,0 hours per month during trading hours, Commission Compensation, New S Corp Entity for partial sale to Stewardship
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-08 |
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