Zachary Taylor Zimcosky

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 06/2022
  Kalos Capital, Inc.
  Alpharetta, GA
• 02/2009 → Present
  Zimco Capital (F/K/A Bulldog Retirement)
  Livonia, MI
• 06/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2010-01-26 → 2022-09-30
  Kalos Management
  Livonia, MI
  Ponte Vedra Beach, FL

Other Businesses

1. PRODUCER'S CHOICE, Investment related, ADDRESS: 1152 E. LONG LAKE RD., TROY MI 48085, POSITION: AGENT NATURE: LIFE INSURANCEFIXED ANNUTIES FIXED INDEX ANNUTIESLONG TERM CARE INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10, START DATE: 08/05/2010, DESCRIPTION: INSURANCE AND ANNUITY SALES 2. ZIMCO CAPITAL, Investment related, ADDRESS: 37627 Pembroke Ave., Livonia MI 48152, POSITION: financial advisor NATURE: financial planning: stocks, bonds, mutual funds, annuities, REITs, BDCs, private equity etc. NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 09/30/2015, DESCRIPTION: presenting solutions to clients with capital appreciation, preservation and/or income needs marketing and client events account trading 3. Ohio State Life Insurance Company, Is Investment Related, P.O. Box 25417, Salt Lake City, UT, 84125, fixed annuity sales,producer,7/25/2024,1 hours per month,0 hours per month during trading hours, MYGA sales for clients

Exams

• S66 Uniform Combined State Law Examination
  2008-09-16