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Ronald Norman York

Arkadios Wealth Advisors

Wall, NJ

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Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-05-06
CA RA APPROVED 2019-05-01
AL RA APPROVED 2019-04-30
TX RA APPROVED_RES 2019-04-30
  • NJ RA
    APPROVED
    Since 2019-05-06
  • CA RA
    APPROVED
    Since 2019-05-01
  • AL RA
    APPROVED
    Since 2019-04-30
  • TX RA
    APPROVED_RES
    Since 2019-04-30

Branch Locations

4814 Outlook Drive, Suite 104, Wall, NJ 07753 • 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
Triad Advisors, Inc. Norcross GA 03/2014 04/2019
Arkadios Capital Atlanta GA 04/2019 Present
Arkadios Wealth Atlanta GA 04/2019 Present
  • 03/2014 → 04/2019
    Triad Advisors, Inc.
    Norcross, GA
  • 04/2019 → Present
    Arkadios Capital
    Atlanta, GA
  • 04/2019 → Present
    Arkadios Wealth
    Atlanta, GA
Previous Registrations
  • 2014-03-24 → 2019-04-30
    Triad Advisors Llc
    Wall, NJ
    Wall, NJ
    Atlanta, GA
  • 2011-07-28 → 2014-03-25
    New England Securities
    Wall Township, NJ
Other Businesses

1)Foresight Financial Partners; Investment related; 4814 Outlook Dr, Suite 104, Wall, NJ 07753; Financial Partnership; Started 4/2014; 40 HRS/Month; 30 HRS/month during securities trading hours; Partner in Financial planning and investment firm. 2)Ron York Rental Property; investment related; Rental property owner for 2 homes in Shipbottom, NJ and 1 in Brick, NJ. 2 to 5 hrs/month;2 hrs during securities trading hours; Own/manage real estate property. 3) Ronald York Financial Planning and Insurance; Toms River, NJ; non-investment related, Nature of business: Health and Life insurance, Owner of business since 1/1/2011, 10 hours/month; 3 hours/month during securities trading hours; Duties: advise clients on their health insurance and life insurance needs. 4) Ronald York Real Estate Consulting and Management, Is Investment Related, Real Estate, Owner, 2021-01-01, 10 hours per month,10 hours per month during trading hours, Fee Based Compensation, Help provide analysis, resources, and consultation regarding the purchase and sale of real estate properties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-29
S63 Uniform Securities Agent State Law Examination 2010-08-14
  • S65 Uniform Investment Adviser Law Examination
    2011-04-29
  • S63 Uniform Securities Agent State Law Examination
    2010-08-14
Other Names
  • Ronald York
  • Ronald Norman York

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