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Jeremy Joseph Vernor

Arkadios Wealth Advisors

Angleton, TX

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Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-04
  • TX RA
    APPROVED
    Since 2021-10-04

Branch Locations

121 E Myrtle St, Ste B, Angleton, TX 77515 • 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
The Oak Financial Group Angleton TX 02/2009 Present
Sagepoint Financial Angleton TX 11/2013 09/2021
Arkadios Capital Atlanta GA 10/2021 Present
Arkadios Wealth Advisors Atlanta GA 10/2021 Present
  • 02/2009 → Present
    The Oak Financial Group
    Angleton, TX
  • 11/2013 → 09/2021
    Sagepoint Financial
    Angleton, TX
  • 10/2021 → Present
    Arkadios Capital
    Atlanta, GA
  • 10/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2013-11-19 → 2021-10-18
    Osaic Services, Inc.
    Scottsdale, AZ
    Angleton, TX
  • 2013-09-30 → 2013-11-18
    Securities America Advisors, Inc.
    Angleton, TX
    Tyler, TX
  • 2009-02-06 → 2013-10-23
    Angleton, TX
    San Diego, CA
  • 2005-03-21 → 2009-02-12
    Angleton, TX
    Pearland, TX
Other Businesses

1. Fixed insurance business, Not Investment related, 121 E. Myrtle St Ste B Angleton TX, Owner, Nature: Sole proprietorship, 4 hrs/month, 3hrs/month during trading hrs, Started 05/19/2004. 2. Oak Financial Properties, LLC, Not investment related, 411 West Brazos Avenue, West Columbia TX 77486, Position: Owner, Future office location for The Oak Financial Group, 0 hrs/month, started 10/1/2021, Description: Office building purchased to update and eventually use for The Oak Financial Group. 3. Cosmo Creations, LLC, Not Investment related, 89 Rosewood ST, Lake Jackson TX, Managing member, Nature: LLC, 5hrs/month, 0hrs during trading hrs. started: 07/22/2014, make executive decisions & provide initial funding. 4. House Rental, Not investment related, Lake Jackson TX, Owner: House rental, 1hr/month, 0hrs/month during trading hrs, started: 06/01/2014, Collect rents/arrange repairs/approve renters with agent. 5. Brazoria County Community Foundation, Is Not Investment Related, 104 West Myrtle #204, Angleton, TX, 77515, United States, Charitable organization, Board member/Finance committee chair, 7/1/2017, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation, EXECUTIVE COMMITTEE; (a)Composition and Appointment. The Executive Committee shall consist of not less than seven (7) nor more than ten (10) members, including the Chairperson of the Board of Directors, the President, the Vice President of Development, the Vice President of Finance, the Vice President of Disbursements, the Secretary and the Treasurer of the Corporation, together with additional members who will be appointed by the Board of Directors of the Community Foundation of Brazoria County, Texas. The President of the Corporation shall serve as Chairperson of the Executive Committee. (b)Authority and Functions. When the Board is not in session, the Executive Committee shall have and exercise all of the authority of the Board in the management of the Corporation, except as such authority is limited by statute or by resolution creating or otherwise controlling the Executive Committee. 6. Pulliam Creek Wealth Management, LLC,Is Investment Related, 121 E. Myrtle St. Ste B., Angleton, TX, 77515-4720, United States, Wealth Management, Member, 7/22/2025, 40 hrs/month, 40 hrs/month during trading hrs, entity was established on the recommendation of my CPA for tax purposes. The nature and scope of my prior duties does not change with the creation of this entity and hours worked at this OBA are redundantly stated to hours worked at my primary duties associated with The Oak Financial Group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-18
  • S66 Uniform Combined State Law Examination
    2005-03-18
Other Names
  • Jeremy Joseph Vernor
  • Jeremy J Vernor

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