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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 04/2014 | 12/2023 |
| Gitterman Wealth Management, Llc | Edison | NJ | 08/2014 | 10/2016 |
| Arkadios Capital | Atlanta | GA | 12/2023 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 12/2023 | Present |
1)LINCOLN FINANCIAL GROUP;NOT INVESTMENT RELATED;61 SOUTH PARAMUS RD,SUITE 425,PARAMUS NJ 07652;FIXED INSURANCE PRODUCTS;SALES;4/2014;10 HRS/MONTH;~1 HR DURING TRADING;SALES OF FIXED INSURANCE PRODUCTS 2)AGENT SUPPORT GROUP;NOT INVESTMENT RELATED;343 THORNALL ST,SUITE 660,EDISON,NJ 08837;FIXED INSURANCE PRODUCTS;SALES;4/2014;10 HRS/MONTH;~1 HR DURING TRADING;SALES OF FIXED INSURANCE PRODUCTS 3)Gidwani Capital,LLC;investment related;33 Wood Ave South,#610,Iselin,NJ 08830;wealth management;wealth manager;10/2016;200 hrs/month;6.5 hrs during trading;wealth management/insurance sales 4)Gulf Atlantic Bank;not investment related;2222North Roosevelt Bank,Key West,FL 33040;local bank;board member;5/1/2019;2 hrs/month;1 hr during trading;attend board meeting every quarter and vote on any issues 5)Ohio National;not investment related;Cincinnati,OH;life insurance sales;broker;3/2019;1 hr/month;1 hr during trading;selling their products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-11 |
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