Kay S Wilson

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 03/2018
  J.P Morgan Securities Inc.
  Atlanta, GA
• 10/2010 → 03/2018
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA
• 03/2018 → 10/2018
  Ubs Financial Services Inc.
  Atlanta, GA
• 10/2018 → 08/2022
  Bt Wealth Management, Llc
  Atlanta, GA
• 11/2022 → 07/2024
  Morgan Stanley Smith Barney Llc
  Atlanta, GA
• 07/2024 → Present
  Arkadios Capital
  Atlanta, GA
• 07/2024 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2023-03-06 → 2024-07-04
  Morgan Stanley
  Atlanta, GA
• 2018-12-06 → 2022-07-28
  Bt Wealth Management, Llc
  Atlanta, GA
• 2018-03-20 → 2018-11-01
  Ubs Financial Services Inc.
  Atlanta, GA
• 2009-03-17 → 2018-03-20
  J.P. Morgan Securities Llc
  Atlanta, GA
• 2009-01-21 → 2009-03-20
  Barclays Capital Inc.
  Atlanta, GA
• 2008-05-27 → 2008-10-15
  Lehman Brothers Inc.
  Atlanta, GA
  New York, NY
  Atlanta, GA

Other Businesses

Corbet Capital Advisors, Investment related, 1380 West Paces Ferry Road Suite 2240, Atlanta GA, DBA, 160 hours/month, 160 hours/month during securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-13
• S66 Uniform Combined State Law Examination
  2008-05-21

Other Names

• Kay Stella Oliver
• Kay Stella Mckinney
• Kay S Oliver
• Kay Stella Oliver
• Kay Stella Wilson