Best Investors Account Sign in

Steven Michael Grubner

Arkadios Wealth Advisors

Charlotte, NC

Claim This Profile
Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-08-19
  • NC RA
    APPROVED
    Since 2022-08-19

Branch Locations

6101 Carnegie Blvd, Ste 350, Charlotte, NC 28209 • 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
Arkadios Capital Atlanta GA 08/2022 Present
Kalos Capital Charlotte NC 06/2015 08/2022
  • 08/2022 → Present
    Arkadios Capital
    Atlanta, GA
  • 06/2015 → 08/2022
    Kalos Capital
    Charlotte, NC
Previous Registrations
  • 2015-07-20 → 2022-08-19
    Kalos Management
    Charlotte, NC
    Ponte Vedra Beach, FL
    Charlotte, NC
Other Businesses

1. SouthPark Capital, Is Investment Related, 6101 Carnegie Blvd., Suite 350, CHARLOTTE, NC, 28209, Contract services, Independent Contractor, Started 1/1/2015, 160 hours per month,130 hours per month during trading hours, Commission Compensation, Receive compensation from George Terlizzi, Inc for business related to Southpark Capital. 2.George Terlizzi, Inc., Is Investment Related, 6101 Carnegie Blvd., Suite 350, CHARLOTTE, NC, 28209, Contract services, Independent Contractor, Started 1/1/2015, 160 hours per month,130 hours per month during trading hours, Commission Compensation, Receive compensation from George Terlizzi, Inc for business related to Southpark Capital. 3. SMG Capital, LLC, Non Investment related, 4993 Charlton LN, Charlotte NC 28210, Position: Manager; Nature: LLC to receive compensation from George Terlizzi, Inc for business related to SouthPark Capital, 160 hours/month, 130 hours/month during trading hours, started: 02/01/2015 4. Rotary District 7680 - Charlotte South Club, Is Not Investment Related, P.O. Box 12612, CHARLOTTE, NC, 28220, United States, Community Service, Treasurer, 7/1/2025, 4 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Initiate member invoicing, collections and all other duties of the position of treasurer.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-15
  • S66 Uniform Combined State Law Examination
    2015-07-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor