Bernard Philip Mcvey

Current Employers

Employment History

• 03/2016 → 08/2022
  Kalos Capital
  Alpharetta, GA
• 03/2016 → Present
  Akers Financial
  Federal Hill, MD
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2016-04-27 → 2022-09-30
  Kalos Management
  Forest Hill, MD
  Ponte Vedra Beach, FL

Other Businesses

1. Bernie McVey Consulting, LLC, Non-Investment related, 10219 Fairway Drive, Ellicott City MD 21042, Position: Principal, Nature: Provide IT and Federal Acquisition Regulations cost recovery advisory services to clients. Services include guidance on IT architectures, services models, US government cost recovery issues, and supply chain related issues. Number of hours: 32; Hours during securities trading hours: 16, Start date: 08/01/2016. Description: Provide guidance to clients on issues as disclosed above. 2. Akers Financial Group, Investment related, ADDRESS: 126-1 Industry Lane, Forest Hill MD 21050, Position: Investment Advisor NATURE: Comprehensive financial planning services and investments, BPM, Number of hours: 80 Hours during securities trading hours: 80, Start date: 03/22/2016, Description: Preparation of financial plans and recommendations, sales of investment related products, Life and Health Insurance sales, BPM 3. Theresa A McVey Living Trust DTD 4/11/02, Non-Investment related, Address: 10219 Fairway Drive, Ellicott City MD 21042, Position: Trustee, beneficiary Nature: Trust owns rental real estate in Ocean City Maryland, Number of hours: 1, hours during securities trading hours: 0, Start date: 06/01/1983, Description: Property owner, rental management company employed 4. Old Timers Soccer Association of Maryland, Non-Investment related, Position: Treasurer--Volunteer NATURE: A Maryland based 501c7 organization (OTSAM, EIN 52-2019624)dedicated to the promotion of soccer at all levels (youth, high school, college, pro) and honoring deserving participants from a legacy perspective. Number of hours: 4, hours during securities trading hours: 0, Start date: 07/18/2018, Address: 718 Anneslie Road, Baltimore MD 21212-2001, Description: Manage cash disbursements and receipts, forecasts and general managerial duties of the organization. Potential for creation of unaudited financial proformas. Manage membership roles. Occasional presentation of financial position to other board members. FIle Form 990N annually 5. Raffles Unit 333, Is Not Investment Related, 127th Street, Unit 333, Ocean City, MD, 21842, Rental property, NA, 2022-01-01, 0 hours per month, 0 hours per month during trading hours, Other Compensation, Personal rental property. 6. Dolphin Cove Homeowners Association, Is Not Investment Related, Star Hospitality Management, 26530 Mallard Way, Punta Gorda, FL, 33950, Board of Directors,Treasurer,2023-03-16,8 hours per month,0 hours per month during trading hours, No Compensation Compensation, Represent homeowners in association as a board member in a community where I reside in winter

Exams

• S66 Uniform Combined State Law Examination
  2016-04-27
• S63 Uniform Securities Agent State Law Examination
  1996-06-04

Other Names

• Bernie Mcvey