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James Anthony Parry

Arkadios Wealth Advisors

Frisco, TX

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Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-23
  • TX RA
    APPROVED
    Since 2019-07-23

Branch Locations

2591 N Dallas Parkway #300, Frisco, TX 75034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2001 → Present
    Parry Financial Advisors, Llc
    Frisco, TX
  • 08/2016 → 07/2019
    Triad Advisors, Inc.
    Norcross, GA
  • 07/2019 → Present
    Arkadios Capital
    Atlanta, GA
  • 07/2019 → Present
    Atlanta, GA
Previous Registrations
  • 2016-08-01 → 2019-07-22
    Triad Advisors Llc
    Frisco, TX
    Atlanta, GA
    Frisco, TX
  • 2003-02-07 → 2016-08-01
    Vsr Financial Services, Inc.
    Frisco, TX
    Oklahoma City, OK
    Worden, IL
    Frisco, TX
    Dallas, TX
    Oklahoma City, OK
    Overland Park, KS
    Overland Park, KS
  • 2001-03-06 → 2003-02-07
    The Masters, Inc.
    Addison, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-05
S63 Uniform Securities Agent State Law Examination 1991-10-08
  • S65 Uniform Investment Adviser Law Examination
    1994-08-05
  • S63 Uniform Securities Agent State Law Examination
    1991-10-08
Designations
Other Names
  • Jim Parry
  • James Anthony Parry
  • Jim Parry

View on SEC IAPD

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