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Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-07-01
TX RA APPROVED_RES 2024-06-20
  • LA RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED_RES
    Since 2024-06-20

Branch Locations

7235 Jefferson Hwy, Baton Rouge, LA 70806 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Charlotte NC 11/2011 06/2024
Gulf Coast Bank & Trust Baton Rouge LA 11/2011 Present
Arkadios Capital Atlanta GA 06/2024 Present
Arkadios Wealth Advisors Atlanta GA 06/2024 Present
  • 11/2011 → 06/2024
    Charlotte, NC
  • 11/2011 → Present
    Gulf Coast Bank & Trust
    Baton Rouge, LA
  • 06/2024 → Present
    Arkadios Capital
    Atlanta, GA
  • 06/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2011-11-17 → 2024-06-25
    Metairie, LA
    Baton Rouge, LA
    Hammond, LA
    Covington, LA
    New Orleans, LA
    New Orleans, LA
    Harvey, LA
    Baton Rouge, LA
    Terrytown, LA
    Kenner, LA
  • 2005-02-11 → 2011-11-11
    Morgan Keegan & Company, Llc
    Baton Rouge, LA
    Baton Rouge, LA
    Baton Rouge, LA
    Baton Rouge, LA
Other Businesses

1. Gulf Coast Wealth Management, Investment Related, 7235 Jefferson Hwy, Baton Rouge, LA, 70806, 6/22/2024, Securities, Advisory and Insurance Business 2hrs/month, 2hrs/month during securities trading hours, Commission Compensation, Life insurance. 2. First Protective, Investment Related, 7235 Jefferson Hwy, Baton Rouge, LA 70806, Non-Variable Insurance, (a) independent agent for Protective Life Insurance (b)First Protective Life(c) yes (d)no, START 05/01/2016, 10 hrs/month; 2 hours during trading hours. 3. Our Lady of Mercy, Is Not Investment Related, 445 Marquette Ave, Baton Rouge, LA, 70806, United States, finance board, board member, 1/1/2020, 1 hours per month, 0 hours per month during trading hours, No Compensation 4. Arkadios Wealth, Is Investment Related, 6249 Canal Blvd., New Orleans, LA, 70124, United States, Gulf Coast Wealth Management, Financial Advisor, 8/19/2025, 160 hours per month, 10 hours per month during trading hours, Fee Based Compensation, DBA Business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-01
S63 Uniform Securities Agent State Law Examination 1999-10-19
  • S65 Uniform Investment Adviser Law Examination
    2016-02-01
  • S63 Uniform Securities Agent State Law Examination
    1999-10-19
Other Names
  • Patrick Gerard Talama

View on SEC IAPD

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