David James Matulewicz

Current Employers

Employment History

• 01/2016 → 06/2020
  Triad Advisors, Inc.
  Norcross, GA
• 01/2016 → 06/2020
  Triad Hybrid Solutions, Inc.
  Norcross, GA
• 06/2020 → 12/2023
  Arkadios Capital
  Atlanta, GA
• 06/2020 → 05/2024
  Arkadios Wealth Advisors
  Atlanta, GA
• 03/2024 → Present
  Holos Integrated Wealth, Llc
  Kennett Square, PA

Previous Registrations

• 2020-06-30 → 2024-05-01
  Arkadios Wealth Advisors
  Exton, PA
  Wilmington, DE
  Kennett Square, PA
• 2016-01-15 → 2020-07-08
  Osaic Advisory Services, Llc
  Exton, PA
  Atlanta, GA
• 2006-02-06 → 2016-01-19
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  Newtown Square, PA

Other Businesses

1)Raffa Financial Services Inc; not investment related; 1445 Research Blvd, Suite 340, Rockville, MD; insurance/benefits;1/2016; introduce services to clients 2)BKA Private Wealth Consultants; not investment related; 244 W. Water St, Suite 200, Elmira, NY 14901; insurance/outside GA;1/2016; working with this GA for a couple of years focusing on insurance business with our clients 3) Delta Consulting Partners, LLC; Investment Related; 224 East Street Road, Office B2AB, Kennett Square, PA 19348; Personal Services Company; Member; 1/2018; 0 hrs/month; 0 hrs during trading; services company to receive insurance payments

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-03
• S63 Uniform Securities Agent State Law Examination
  2005-06-07

Other Names

• Dave James Matulewicz