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Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-12
GA RA APPROVED 2018-10-17
  • NY RA
    APPROVED
    Since 2024-09-12
  • GA RA
    APPROVED
    Since 2018-10-17

Branch Locations

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Hoosick Falls, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Atlanta GA 02/2013 10/2018
Arkadios Capital Atlanta GA 10/2018 Present
Arkadios Wealth Advisors Atlanta GA 10/2018 Present
Previous Registrations
  • 2013-02-13 → 2018-10-17
    Atlanta, GA
    Atlanta, GA
    Hoosick Falls, NY
    Hoosick Falls, NY
  • 2010-09-20 → 2013-02-13
    Morgan Keegan & Company, Llc
    Atlanta, GA
  • 2004-11-10 → 2010-09-30
    Yieldquest Advisors, Llc
    Atlanta, GA
  • 2004-09-17 → 2004-11-10
    Register Financial Associates, Inc.
    Atlanta, GA
Other Businesses

1. Hoosick Falls Central School District, Investment Related: No Address: Hoosick Falls, NY, Nature of the Business: School District, Position/Title: Board Member, Start Date: 07/2016, Hours per month devoted to this business: 10, Hours per month devoted to this business during trading hours: 0 2. Patire Holdings, LLC, Investment related, Address: Hoosick Falls, NY, Nature of the Business: Financial Advisory/pass through, Position/Title: MD, Owner, Hours per month devoted to this business: 5, Hours per month devoted to this business during trading hours: 0 3. DJRCSM, LLC, Investment Related, Address: Atlanta GA, Nature of the Business: Financial Advisory/Pass through, Position/Title: Managing Director/Financial Advisory work, Start Date: 10/2018, Hours per month devoted to this business: 5, Hours per month devoted to this business during trading hours: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-31
S63 Uniform Securities Agent State Law Examination 1998-10-01
  • S65 Uniform Investment Adviser Law Examination
    2001-07-31
  • S63 Uniform Securities Agent State Law Examination
    1998-10-01
Other Names
  • Joseph Bruce Patre
  • Joseph Bruce Patire
  • Joseph B Patire
  • Joe Patire

View on SEC IAPD

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