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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-02 |
| AL | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED | 2023-05-23 |
Branch Locations
3125 Independence Drive, Suite 105, Homewood, AL 35209 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Birmingham | AL | 03/2009 | 05/2023 |
| Arkadios Capital | Atlanta | GA | 05/2023 | Present |
| Arkadios Wealth | Atlanta | GA | 05/2023 | Present |
1. Coastal Conservation Association (CCA Alabama) - Birmingham Chapter. No compensation involved. Do not manage finances or handle accounts for them. Volunteer each spring to host a fundraising event. 2. Personal Rental Properties- Address: 2807 Overton Road, Birmingham, AL 35223. I currently own 4 rental homes. I own one independently myself and three jointly with my spouse. Currently, I manage and maintain all four properties. I have owned and managed them since 2012. Currently, these properties generate more than 10% of my annual income each year. I spend a few hours every month, all of which is generally not done during trading hours. 3. Atkeison Properties LLC- address: PO Box 489, Demopolis, AL. I am a member of family LLC I inherited from my mother in 2020. The LLC manages a few commercial properties and generates a small amount of annual income. Currently, I do not manage the LLC and it does not require any of my time to manage it. 4. Cedar Street Square LLC- address: PO Box 250, Demopolis, AL. I am a member of family LLC I inherited from my aunt in 2019. The LLC owns a commercial property and generates a very small amount of annual income. Currently, I do not manage the LLC and it does not require any of my time. 5. John C Webb and Sons LLC- address: PO Box 250, Demopolis, AL. I am a member of family LLC I inherited from my aunt in 2019. The LLC owns a few small residential and commercial properties and does not generate any income. Currently, I do not manage the LLC and it does not require any of my time. 6. Insurance Carriers- Various, Investment related, Insurance sales, various carriers for life, annuity or LTC. started 6/1/2023, 1 hour/month during securities trading hours. 7. Coastal Conservation Association, Is Not Investment Related, 25595 Canal Road I, Orange Beach, AL, 36561, United States, Charitable Organization, State Board Directors Member, 10/14/2024, 1 hours per month, 0 hours per month during trading hours 8. Webb Garner Wealth Partners, DBA, investment related, 3125 Independence Dr. Ste 105 Homewood, AL 35209, Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Webb Garner Wealth Partners and Arkadios are not affiliated through any ownership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-30 |
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