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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| NV | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2022-01-04 |
Branch Locations
500 Damonte Ranch Parkway, Suite 852, Reno, NV 89521 • United States
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 |
|---|---|---|---|---|
| Investment Architects, Inc. | Reno | NV | 01/2000 | Present |
| Wealth Architects Llc | Reno | NV | 08/2002 | Present |
| Resource Investment Architects, Inc. | Reno | NV | 01/2000 | 12/2021 |
| Risk & Benefit Solutions, Inc. | Gardnerville | NV | 03/2000 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 01/2022 | Present |
I CONDUCT INSURANCE BUSINESS IN MY OWN NAME AND IN THE NAME OF WEALTH ARCHITECTS, LLC. THE BUSINESS IS INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS THE SAME AS MY OFFICE ADDRESS. THE BUSINESS INVOLVES THE SALE OF FIXED AND VARIABLE ANNUITIES, LIFE AND LONG-TERM CARE INSURANCE. I CONDUCT IT AS A SOLE PROPRIETOR AND AS A MEMBER-MANAGER OF WEALTH ARCHITECTS, LLC. I STARTED DOING THIS IN 1998 AND DEVOTE APPROXIMATELY 4 OR MORE HOURS PER WEEK ON AVERAGE DURING TRADING HOURS. THE BUSINESS INVOLVES THE SALES OF ANNUITIES AND OTHER INSURANCE PRODUCTS. I AM AN ASSOCIATE OF RESOURCE INVESTMENT ARCHITECTS, INC., AN SEC REGISTERED INVESTMENT ADVISOR. THIS IS AN INVESTMENT RELATED BUSINESS. THE ADDRESS FOR THIS BUSINESS IS 34 PETALUMA BLVD. NORTH, PETALUMA, CA 94952. THIS BUSINESS INVOLVES THE RENDERING OF INVESTMENT ADVICE FOR A FEE. RESOURCE INVESTMENT ARCHITECTS, INC., IS A CALIFORNIA CORPORATION, AND I HAVE AN INDEPENDENT CONTRACTOR RELATIONSHIP WITH THE COMPANY. I STARTED IN THIS POSITION IN APPROXIMATELY 1999 AND DEVOTE APPROXIMATELY 40 OR MORE HOURS PER WEEK DURING TRADING HOURS. MY DUTIES ARE THE REVIEW OF CLIENT INVESTMENT NEEDS, THE DETERMINATION OF APPROPRIATE INVESTMENTS, AND THE MONITORING OF CLIENT ASSETS. I CONDUCT HERITAGE CONSULTING BUSINESS IN THE NAME OF WEALTH ARCHITECTS, LLC, FAMILY LEGACY PARTNERS, LLC AND YOUR FAMILY LEGACY, LLC. THE BUSINESS IS NOT INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS THE SAME AS MY OFFICE ADDRESS. THE BUSINESS INVOLVES CONSULTING WITH PARENTS, GRANDPARENTS AND THEIR CHILDREN AND GRANDCHILDREN TO HELP PREPARE THEM FOR THEIR INHERITANCES IN SUCH A WAY THAT THE MONEY WON'T DESTROY THEM OR THEIR FAMILY. I CONDUCT IT AS A MEMBER-MANAGER OF ALL THREE ABOVE MENTIONED LLC'S. I STARTED DOING THIS IN 2004 AND DEVOTE APPROXIMATELY 4 OR MORE HOURS PER WEEK ON AVERAGE DURING TRADING HOURS. THE BUSINESS INVOLVES CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-13 |
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