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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-10 |
| LA | RA | APPROVED | 2024-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New Orleans | LA | 08/2005 | 03/2019 |
| Charles Schwab Bank | New Orleans | LA | 09/2005 | 03/2019 |
| Lpl Financial Llc | Metaire | LA | 04/2019 | 06/2024 |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2024 | Present |
| Arkadios Capital | Atlanta | GA | 06/2024 | Present |
1. Gulf Coast Wealth Management - DBA- investment related - at reported business location(s), 160hours/month during securities trading hours 2. Fixed Insurance Sales, Is Investment Related, 3410 Williams Blvd, Kenner, LA, 70065, United States, Insurance, Financial consultant, 8/20/2025, 160 hours per month, 16 hours per month during trading hours, Fee Based Compensation, Fixed Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-16 |
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