Janet Santa Sherry

Current Employers

Employment History

• 03/2014 → 04/2019
  Triad Advisors, Inc.
  Norcross, GA
• 04/2019 → Present
  Arkadios Capital
  Atlanta, GA
• 04/2019 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2014-03-21 → 2019-04-30
  Triad Advisors Llc
  Wall, NJ
  Wall, NJ
  Atlanta, GA
• 2011-12-13 → 2014-03-31
  New England Securities
  Wall Township, NJ
• 2006-01-24 → 2011-07-26
  Jm Egan Wealth Advisors, Llc
  Madison, NJ
• 2006-01-10 → 2009-06-02
  Cincinnati Analysts, Inc.
  Madison, NJ
  Madison, NJ

Other Businesses

1) JANET S. SHERRY, APPOINTMENT WITH MULTIPLE CARRIERS FIXED INSURANCE; NOT INVESTMENT RELATED; PT PLEASANT BEACH, NJ; FIXED INSURANCE,LIFE, LTC DISABILITY; AGENT(LICENSED); 10 HRS/MONTH; 3 HR PER MONTH DURING SECURITIES TRADING HOURS; ADVISE CLIENTS ON INSURANCE NEEDS, APPOINTED W/ VARIOUS CARRIERS. 2)FORESIGHT FINANCIAL PARTNERS;INVESTMENT RELATED; 4814 OUTLOOK DRIVE, Suite 104, WALL, NJ 07753; FINANCIAL PARTNERSHIP, CO-OWNER; STARTED 4/2014; 40 HRS/MONTH; 30 HRS/MONTH DURING SECURITIES TRADING HOURS, PARTNER IN FINANCIAL PLANNING AND INVESTMENT FIRM. 3) CINCOTTA IFFEVOCABLE TRUST; 102 Sanborn Ave. St., Pleasant BEACH, NJ 08783; Yes investment related; Trust (Family); Trustee; 3/1/2013; 1 hour per month; 0 hours per trading day; mge trust assets (use third party money managers) handle taxes with accountant, distribution to beneficiaries; 4) Power of Attorney for mother, Non-investment related, since 3/2013, 1 hour per month, 0 hour per month during securities trading hours, Duties: act if needed for mother's financial affairs. 5) Outside Insurance Sales/ Fixed Annuities, Is Investment Related,"4814 Outlook Drive, Suite 104, Wall, NJ, 08742, Insurance Sales/ Fixed Annuities, Agent,2023-11-08,5 hours per month,0 hours per month during trading hours, Commission Compensation, Research and select Fixed annuity and or insurance products that meet client needs

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-19

Designations

Other Names

• Cincotta Sherry
• Janet S Sherry
• Janet Santa Cincotta
• Janet Santa Sherry