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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-10-14 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Downeast Private Wealth | Auburn | ME | 12/1996 | Present |
| Investacorp Inc | Miami Lakes | FL | 04/1997 | 07/2020 |
| Investacorp, Inc. | Miami Lakes | FL | 06/1997 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 08/2008 | 07/2020 |
| Securities America, Inc. | Auburn | ME | 07/2020 | 10/2022 |
| Securities America Advisors, Inc. | Auburn | ME | 07/2020 | 10/2022 |
| Arkadios Capital | Atlanta | GA | 10/2022 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 10/2022 | Present |
1. Downeast Private Wealth, Is Not Investment Related, 31 Court Street, Suite 300, Auburn, Maine, 04210, United States, insurance sales, President,4/15/1996, 160 hours per month, 0 hours per month during trading hours, Salary Compensation, Life, ltc insurance sales. 2. Downeast Private Wealth, Is Investment Related, 31 Court Street, Suite 300, Auburn, Maine, 04210, United States, Financial Planning, President, 4/15/1996, 160 hours per month, 20 hours per month during trading hours, Salary Compensation, Manage investment firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-24 |
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