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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-08-17 |
| TX | RA | APPROVED | 2022-08-16 |
Branch Locations
134 Industry Lane, Suite 5, Forest Hill, MD 21050 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital, Inc. | Alpharetta | GA | 02/2006 | 08/2022 |
| Arkadios Capital | Atlanta | GA | 08/2022 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 08/2022 | Present |
1. DANIEL ALAN TAX SERVICE, CONSULTANT, < 1 HOUR/WEEK 2. AKERS FINANCIAL GROUP, INVESTMENT RELATED, POSITION: VICE PRESIDENT NATURE: FINANCIAL PLANNING, NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 20 START DATE: 02/20/2006, ADDRESS: 134 INDUSTRY LANE, SUITE 5, FOREST HILL MD 21050, DESCRIPTION: FIXED INSURANCE AND ANNUITY SALES. 3. AKERS FINANCIAL EDUCATIONAL FOUNDATION, NON-INVESTMENT RELATED, POSITION: DIRECTOR NATURE: CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2017, ADDRESS: 134 INDUSTRY LANE, SUITE 5, FOREST HILL MD 21050, DESCRIPTION: TO RECEIVE, INVEST, AND MANAGE GIFTS, GRANTS, DONATIONS, DEVISES, AND BEQUESTS OF MONEY AND OTHER PERSONAL AND REAL PROPERTY INTENDED BY THE DONOR, DEVISOR, OR DECEDENT IN ORDER TO PAY TUITION, FEES, AND OTHER EXPENSES OF QUALIFYING STUDENTS AT CHRISTIAN EDUCATIONAL INSTITUTIONS AND/OR SPECIAL NEEDS EDUCATIONAL INSTITUTIONS, AND IN SO DOING, ACT AS A DEPOSITORY FOR THE INVESTMENT AND MANAGEMENT OF SUCH MONEY AND PROPERTY SO RECEIVED. 4. WINNING IN RETIREMENT, POSITION: HOST / CO-HOST NATURE: HOSTING / CO-HOSTING WEEKLY RADIO SHOW INVESTMENT RELATED: YES NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/11/2020, ADDRESS: 134 INDUSTRY LANE, SUITE 5, FOREST HILL MD 21050, DESCRIPTION: HOSTING OR CO-HOSTING THE RADIO SHOW 5. CROSSROADS COMMUNITY CHURCH, POSITION: ELDER NATURE: CHURCH INVESTMENT RELATED: NO NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2021, ADDRESS: 2810 12 STONES ROAD, BEL AIR MD 21015, DESCRIPTION: THE ELDERS PROVIDE LEADERSHIP FOR THE CHURCH. I HAVE CHECK SIGNING AUTHORITY FOR THE CHURCH. 6. ARKADIOS WEALTH ADVISORS, INVESTMENT ADVISOR REPRESENTATIVE, 10+ HOURS/WEEK 7. ARC NORTHERN CHESAPEAKE REGION (ORGANIZATION TO SUPPORT PEOPLE WITH DEVELOPMENTAL DISABILITIES), MEMBER OF PLANNED GIVING COMMITTEE, RAISING MONEY FOR THE CHARITY. 1 HOUR/WEEK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-16 |
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