Jonathan Samuel Lindvig

Current Employers

Employment History

• 10/2004 → 10/2023
  Triad Advisors, Inc.
  Norcross, GA
• 10/2004 → Present
  Peachtree Wealth Advisors, Inc.
  Atlanta, GA
• 10/2023 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2023-10-02 → 2023-10-04
  Arkadios Wealth Advisors
  Atlanta, GA
• 2004-10-25 → 2007-02-06
  Triad Advisors Llc
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Atlanta, GA
• 2002-11-06 → 2004-10-26
  Morgan Stanley Dw Inc.
  Macon, GA

Other Businesses

1. Appointment of Multiple Carriers; Investment related; 300 W. Wievca Rd., Suite A205, Atlanta, GA 30342; Annuities, Life, Health, Disability; Insurance Agent; 2/6/2002; 2 hours per month, 0 hours per month during trading hours; Compensation: none listed; None listed. 2. Peachtree Wealth Advisors; Investment related; 300 W. Wieuca RD., Suite A205, Atlanta, GA 30342; RIA; Partner; 10/4/2006; 0 hours per month, 0 hours per month during trading hours; Compensation- None listed; Financial Advisor. 3. Cadillac Dallas Storage, LLC; Is Not Investment related; 171 Village Pkwy, Marietta, GA 30067; Nature or Structure of Business: LLC- Purchase of commercial real estate property; Position: Limited Partner; Start date:05/2023; 0 hours per month: 0; securities trading hours NA; NA/Investor 4. Redfish Mountain LLC, Is Not Investment Related, 11645 Wildwood Springs Dr, Roswell, GA, 30075, United States, Short Term Rental Properties, Member,10/1/2023, 0 hours per month, 0 hours per month during trading hours, Other Compensation, Passive Rental Income 5. KBL Property Group LLC,Is Not Investment Related, 11645 Wildwood Springs Dr, Roswell, GA, 30075, United States, Real Estate Investment, Member, 11/17/2025, 0 hours per month, 0 hours per month during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2001-10-22