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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-02 |
Branch Locations
1455 Lincoln Pkwy E. Suite 410, Dunwoody, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Atlanta | GA | 07/2014 | 11/2016 |
| Wells Fargo Bank Na | Atlanta | GA | 07/2008 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 04/2022 |
| Arkadios Capital | Atlanta | GA | 04/2022 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 04/2022 | Present |
Monarch Capital Advisors, Is Investment Related, 1455 Lincoln Parkway, Suite 410, Atlanta, GA, 30346, United States, Investment Advisory Firm, Financial Advisor, 5/3/2022, 160 hours per month, 60 hours per month during trading hours, Salary Compensation, Provide financial, retirement, and legacy planning advice for clients of the firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-10 |
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