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Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-04-04
  • FL RA
    APPROVED
    Since 2018-04-04

Branch Locations

10739 Deerwood Park Blvd, Jacksonville, FL 32256 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc. Norcross GA 01/2013 03/2018
Arkadios Capital Atlanta GA 03/2018 Present
Arkadios Wealth Advisors Atlanta GA 03/2018 Present
  • 01/2013 → 03/2018
    Triad Advisors, Inc.
    Norcross, GA
  • 03/2018 → Present
    Arkadios Capital
    Atlanta, GA
  • 03/2018 → Present
    Atlanta, GA
Previous Registrations
  • 2018-03-21 → 2018-04-02
    Acg Wealth Inc.
    Jacksonville, FL
  • 2013-01-15 → 2018-03-08
    Triad Advisors Llc
    Jacksonville, FL
    Atlanta, GA
    Jacksonville, FL
  • 2004-04-26 → 2013-01-16
    Osaic Fa, Inc.
    Jacksonville, FL
    Jacksonville, FL
  • 2002-12-17 → 2004-04-19
    Jacksonville, FL
Other Businesses

1) Own/Operate Rental Real Estate; Not Investment related; 1701 The Greens Way, Jacksonville FL, 4514 Capital Dome Dr, Jacksonville FL, 318 Drake Bay Tr, St Augustine FL; Rental Real estate; owner since 4/2006; 5 hrs/month; 0hrs/month during trading hours; rent collection, repairs, maintenance. 2) Exclusive Advisors; investment related;10752 Deerwood Park Blvd, Jacksonville, FL 32256;marketing name for advisory practice; vice president;1/2013;0 hrs/month;0 hrs during trading; vice president 3) Phantoms of Summer, LLC, Not Investment Related,2220 Beachcomber Trail, 2220, Atlantic Beach, FL, 32233, ,LLC, Managing Partner,2023-02-01,0 hours per month,0 hours per month during trading hours, No duties are required on my behalf.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-13
S63 Uniform Securities Agent State Law Examination 2002-05-24
  • S65 Uniform Investment Adviser Law Examination
    2002-12-13
  • S63 Uniform Securities Agent State Law Examination
    2002-05-24
Other Names
  • Stanley Lewandoski

View on SEC IAPD

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