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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
4814 Outlook Drive, Suite 104, Wall, NJ 07753 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 03/2014 | 04/2019 |
| Arkadios Capital | Atlanta | GA | 04/2019 | Present |
| Arkadios Wealth | Atlanta | GA | 04/2019 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-14 |
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