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Matthew Mcduffie Roberts

Arkadios Wealth Advisors

Dunwoody, GA

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Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-05-02
  • GA RA
    APPROVED
    Since 2022-05-02

Branch Locations

1455 Lincoln Pkwy E. Suite 410, Dunwoody, GA 30346 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Atlanta GA 05/2009 11/2016
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
Previous Registrations
  • 2010-07-16 → 2022-05-05
    Atlanta, GA
    Atlanta, GA
    Marietta, GA
    Atlanta, GA
    Atlanta, GA
    Lawrenceville, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Other Businesses

Monarch Capital Advisors, Is Investment Related, 1455 Lincoln Parkway, Suite 410, Atlanta, GA, 30346, Investments, Managing Partner, 5/2/2022,160 hours per month,100 hours per month during trading hours, Fee Based Compensation, Monarch Capital Advisors is an RIA and Brokerage firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-02
S63 Uniform Securities Agent State Law Examination 2007-09-14
  • S65 Uniform Investment Adviser Law Examination
    2010-07-02
  • S63 Uniform Securities Agent State Law Examination
    2007-09-14
Other Names
  • Matthew Roberts

View on SEC IAPD

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