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Lake Mary, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-09-19 |
| FL | RA | APPROVED | 2024-08-14 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | New Smyrna Beach | FL | 11/2014 | 06/2020 |
| Arkadios Capital | Atlanta | GA | 09/2021 | 02/2022 |
| Arkadios Wealth Advisors | Atlanta | GA | 09/2021 | 04/2024 |
| Select Advisory Group | San Juan | PR | 07/2020 | 04/2024 |
| Select Private Wealth | Lake Mary | FL | 05/2024 | Present |
1. Select Wealth, Investment Related, 167 Oak Grove Circle, Lake Mary, FL 32746, Insurance Sales, Broker/representative, started 3/31/2022, 40 hours/month, 20 hours/month during securities trading hours, Business duty description: Annuities both fixed and variable, Life insurance, LTC, Disability sales. 2. Select Advisory Group Inc, Investment related, 167 Oak Grove Circle, Lake Mary, FL 32746, Advisory firm, Investment Advisor, started 7/7/2022, 40 hours/month, 40 hours/month during securities trading hours, Investment Advisor though PR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-08 |
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