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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-12-06 |
Branch Locations
9590 E Ironwood Sq Dr, Ste 101, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Stream Advisors | Scottsdale | AZ | 01/2015 | 08/2021 |
| Triad Advisors | Norcross | GA | 08/2021 | 11/2023 |
| Saguaro Business Development Llc | Scottsdale | AZ | 01/2017 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 11/2023 | Present |
1)RBG Capital LLC;investment related; 9590 E Ironwood Sq Dr, Ste 101; investment advisory firm; VP of Business Development; 8/2021; 40 hrs/month; 6.5 hrs during trading;business development, M&A 2)Saguaro Business Development LLC; investment related; 5894 E Night Gow Cir, Scottsdale, AZ 85266; llc; CEO; 7/19/2021; 136.5 hrs/month; business development for RBG Capital LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-12 |
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