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Arkadios Wealth Advisors CRD 288863
$8.79B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 07/2006 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 07/2006 | 07/2020 |
| Securities America, Inc. | San Antonio | TX | 07/2020 | 01/2022 |
| Securities America Advisors, Inc. | San Antonio | TX | 07/2020 | 01/2022 |
| Arkadios Capital | Atlanta | GA | 01/2022 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 01/2022 | Present |
1. Insurance, Position: advisor NATURE: Insurance Investment Related: Yes Number of hours: 5; # of hours during securities trading hours: 1, Start date 02/01/2004, Address: 1100 NE Loop 410, Suite 300, San Antonio TX 78209, DESCRIPTION: if someone needs insurance, we sell it to them. 2. DBA - Whitestone Wealth Management Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-18 |
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