Jonathan Michael Rotz

Current Employers

Employment History

• 07/2007 → 06/2023
  Parry Financial Advisors
  Frisco, TX
• 08/2016 → 07/2019
  Triad Advisors, Inc.
  Norcross, GA
• 07/2019 → Present
  Arkadios Capital
  Atlanta, GA
• 07/2019 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2016-08-01 → 2019-07-22
  Triad Advisors Llc
  Frisco, TX
  Atlanta, GA
  Frisco, TX
• 2003-02-07 → 2016-08-01
  Vsr Financial Services, Inc.
  Worden, IL
  Plano, TX
  Plano, TX
  Plano, TX
  Overland Park, KS
  Frisco, TX
  Overland Park, KS
• 2002-06-06 → 2003-02-07
  The Masters, Inc.
  Lewisville, TX

Other Businesses

1) Envision Financial Planning, Is Investment Related, Financial Planning, Owner, 2023-06-01, 160 hours per month,100 hours per month during trading hours, DBA for my financial planning business, working with clients and prospects. 2) Jonathan Rotz, LLC, Is Not Investment Related, Insurance, Owner, 2023-07-20, 10 hours per month,10 hours per month during trading hours, The LLC is insurance licensed and used for internal purposes only for health, life and other insurance sales. It is not used with the public.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-05
• S63 Uniform Securities Agent State Law Examination
  2001-08-15

Designations

Other Names

• Jonathan Miachael Rotz