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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-19 |
Branch Locations
3526 West Vickery Blvd, Fort Worth, TX 76107 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-02 |
Branch Locations
3526 West Vickery Blvd, Fort Worth, TX 76107 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 02/2016 | 04/2018 |
| Karsten Advisors | Fort Worth | TX | 02/2017 | 03/2019 |
| Martin Haley, Llc | Forth Worth | TX | 02/2018 | 03/2019 |
| Bd4Ria, Inc. | Fort Worth | TX | 04/2018 | 12/2022 |
| Cerity Partners Llc | Fort Worth | TX | 04/2019 | Present |
| Arkadios Capital | Atlanta | GA | 12/2022 | Present |
1) BD4RIA, Inc., Investment-Related, 3526 West Vickery Blvd, Fort Worth, TX, 76107, Broker-Dealer, Registered Representative, Started: 04/2018, 5 hours/month, 2.5 hours/month during trading, selling products. 2) BD4RIA Insurance Agency, LLC, not investment-related, 3625 West Vickery Blvd, Fort Worth, TX, 76017, insurance representative, started: 04/2018, 2 hours/month, 1 hour/month during trading hours, selling and monitoring insurance products. 3) Cerity Partners, LLC., investment related, Address: 3625 West Vickery Blvd, Fort Worth, TX, 76107, Title: Investment Advisor, Investment Advisor Representative, Started: 04/2019. 4) Real Estate Activity, property rental, Address: 2225 Carleton Ave, Fort Worth TX, 76107, rental manager started 5/31/19.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-02 |
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