Richard Oren Artzi

Current Employers

Employment History

• 04/2012 → 01/2017
  Triad Advisors, Inc.
  Norcross, GA
• 03/2012 → 11/2021
  Acg Wealth, Inc.
  Atlanta, GA
• 01/2017 → Present
  Arkadios Capital, Llc
  Atlanta, GA
• 06/2019 → Present
  Epg Wealth Management Llc
  Atlanta, GA

Previous Registrations

• 2012-04-11 → 2021-11-30
  Acg Wealth Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-02-05 → 2012-04-02
  Cuna Brokerage Services, Inc.
  Marietta, GA
  Marietta, GA
  Kennesaw, GA
  Marietta, GA
  Kennesaw, GA

Other Businesses

1. ACG WEALTH, INC., Is Investment Related, 3333 PIEDMONT ROAD NE, STE 2010, Atlanta, GA, 30305, United States, RIA-Advisory, Financial Advisor, 3/1/2017, 160 hours per month, 10 hours per month during trading hours, Fee Based Compensation, Managing Partner 2. ROA FINANCIAL SERVICES, LLC, 1500 BAKERS GLEN DR., ATLANTA, GA 30350, NON-INVESTMENT RELATED, QUARTERLY PAYROLL TO MYSELF DONE BY CPA & PAYCHEX, PRESIDENT SINCE 3/2012, 0HRS/MONTH. 3. G&R PARTNERS, LLC, Investment Related. , Investment Introductions to a private equity fund, general partner since 3/2016, One hour per month during non-trading hours. Duties: Due Diligence of Investment Funds and Capital Raising Activities for the fund. 4. Arke Capital, LLC 7665 Treeridge Ct., Atlanta, GA 30350, Investment related, Nature of business: Private Equity, Real Estate, Partner started 5/17/19, 1 hour per month outside of securities trading hours, Duties: Meeting and conducting due diligence on potential investments in private co's & Real Estate. 5. Self Directed IRA through Advanta IRA,Is Investment Related, 1455 Lincoln Parkway, Suite 520, Atlanta, GA, 30346, United States, Private Investments through a self-directed IRA, Self Directed IRA, 2/14/2023, 0 hours per month, 0 hours per month during trading hours, No Compensation Compensation, I invested via my self-directed IRA. The other OBA's are also held within this same Self-Directed IRA with Advanta 6. East Paces Group, Is Investment Related, 309 East Paces Ferry Road NE, Suite 900, Atlanta, GA, 30305, United States, Financial Services, Financial Advisor, 1/1/2018, 200 hours per month, 140 hours per month during trading hours, Other Compensation, Working with clients and helping them with their financial plans and investment management. EPG is a hybrid model that charges either commissions or management fees, depending on the client and their needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-08
• S63 Uniform Securities Agent State Law Examination
  1997-12-03

Other Names

• Rich Artzi