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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-07-19 |
| LA | RA | APPROVED | 2023-06-28 |
Branch Locations
1827 Powers Ferry Rd. Bldg 14, Suite 105, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Atlanta | GA | 03/2007 | 05/2018 |
| Foresters Advisory Services | Atlanta | GA | 08/2012 | 05/2018 |
| Dyncore Inc | Atlanta | GA | 08/2015 | 02/2018 |
| Kestra Investment Services, Llc | Atlanta | GA | 05/2018 | 06/2023 |
| Kestra Advisory Services, Llc | Atlanta | GA | 05/2018 | 06/2023 |
| Arkadios Capital | Atlanta | GA | 06/2023 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2023 | Present |
1. Strive Financial Solutions, LLC, Is Investment Related, 1827 Powers Ferry Rd, Bldg 14, Suite 100, Atlanta, GA, 30328, United States, Wealth Management, Partner, 5/4/2018, 160 hours per month, 160 hours per month during trading hours, Other Compensation, Partner working with clients in wealth management and financial advising utilizing fee based compensation structure 2.Matthew T. Jones, LLC, Is Investment Related, 596 Lorell Terrace Ne, Atlanta, GA, 30328, United States. Wealth Management, President, 1/1/2025, 160 hours per month, 160 hours per month during trading hours, Fee Based Compensation, Acquiring and servicing clients for services related to wealth management and financial planning. 3.Strive Holdings, LLC, Is Not Investment Related, 1827 Powers Ferry Rd, Bldg 14, Suite 100, Atlanta, GA, 30339, United States, Real Estate,Member,4/1/2025,1 hours per month, 0 hours per month during trading hours, Other Compensation, LLC to buy, hold, and sell real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-01 |
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