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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dothan | AL | 12/2015 | 08/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 08/2025 |
| Arkadios Capital | Atlanta | GA | 08/2025 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2016 | 08/2025 |
DBA Longleaf Capital Group, Investment related, 100-120 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-15 |
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