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2531 Merrychase Dr. Suite 200, Cameron Park, CA 95682 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| CA | RA | APPROVED | 2024-10-30 |
Branch Locations
2531 Merrychase Dr. Suite 200, Cameron Park, CA 95682 • 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. | Roseville | CA | 08/2011 | 01/2022 |
| Harvest Wealth Advisors | Roseville | CA | 08/2011 | 12/2016 |
| Arkadios Capital | Atlanta | GA | 12/2021 | 10/2024 |
| Arkadios Wealth Advisors | Atlanta | GA | 12/2021 | 10/2024 |
| Resource Investment Architects, Inc. | San Ramon | CA | 09/2011 | 12/2021 |
| 5 Talents Advisors, Inc. | Cameron Park | CA | 10/2024 | Present |
| Harvest Wealth Advisors, Inc. | Cameron Park | CA | 12/2021 | Present |
I CONDUCT INSURANCE BUSINESS IN MY OWN NAME. 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 AND TERM INSURANCE. I CONDUCT IT AS A SOLE PROPRIETOR. I STARTED DOING THIS IN AUGUST OF 2011, AND DEVOTE APPROXIMATELY 1.5 HOURS PER DAY ON AVERAGE DURING TRADING HOURS. THE BUSINESS INVOLVES THE SALES OF ANNUITIES AND OTHER INSURANCE PRODUCTS. HARVEST WEALTH ADVISORS, INC.; NOT INVESTMENT RELATED; OWNER; CAMERON PARK, CA; START:10/2021 TO PRESENT; SPENDS APPROX 1 HOUR/MONTH DURING TRADING HOURS; FORMED FOR PERSONAL INCOME AND TAX PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-01 |
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