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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-06-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | Harvey | LA | 05/2008 | 06/2024 |
| Gulf Coast Bank & Trust | Terrytown | LA | 06/2011 | Present |
| Arkadios Capital | Atlanta | GA | 06/2024 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2024 | Present |
1. 06/13/2011 - DBA ONLY - GULF COAST WEALTH MANAGEMENT 2. 01/01/2000- United Way of St. Charles Parish finance committee 3. 09/06/2016- Non variable insurance- Investment related- 1825 Veterans Blvd. Metairie, La 70005
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-03 |
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