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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Birmingham | AL | 09/2020 | 12/2020 |
| Raymond James | Birmingham | AL | 01/2020 | 09/2020 |
| Unemployed | Birmingham | AL | 07/2019 | 12/2019 |
| Always There In Home Care | Birmingham | AL | 05/2017 | 07/2019 |
| Unemployed | Birmingham | AL | 05/2016 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 08/2021 |
| Northwestern Mutual Investment Services Llc | Vestavia | AL | 12/2020 | 08/2021 |
| Morgan Stanley | Dothan | AL | 09/2021 | 08/2025 |
| Arkadios Capital | Atlanta | GA | 08/2025 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | 08/2025 |
1. Mitchell's Place; Investment related -No; Birmingham, Alabama; Children/Youth, Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 0; After business hours: 8;Labor/Service, Marketing, Fundraising 2. Investment related -No; Birmingham, Alabama; Piano, Guitar, Sing; Playing music on occasion (proprietor, partner, officer, director, employee, trustee, agent); 12/2018; During business hours: 0; After business hours: 6; Labor/Service 3. DBA Longleaf Capital Group, Investment related, Started 9/20/2021, 100-120 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
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