Jonathan D Lindner

Current Employers

Employment History

• 12/2013 → 01/2017
  Wells Fargo Advisors Financial Network, Llc
  Charlotte, NC
• 03/2025 → Present
  Arkadios Capital
  Atlanta, GA
• 12/2013 → 06/2019
  Cygnus Asset Management
  Charlotte, NC
• 01/2017 → 06/2019
  Raymond James Financial Services, Inc
  Charlotte, NC
• 02/2017 → 06/2019
  Raymond James Financial Services Advisors Inc.
  Charlotte, NC
• 12/2013 → 06/2018
  N/A - Rental Real Estate
  Charlotte, NC
• 08/2019 → 03/2025
  Guardian Life Insurance Company
  Charlotte, NC
• 08/2019 → 03/2025
  Park Avenue Securities
  Charlotte, NC
• 03/2025 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2019-08-13 → 2025-03-31
  Park Avenue Securities Llc
  Charlotte, NC
• 2017-02-02 → 2019-06-10
  Raymond James Financial Services Advisors, Inc
  Charlotte, NC
• 2014-03-01 → 2017-01-30
  Wells Fargo Advisors Financial Network, Llc
  Charlotte, NC
• 2005-06-17 → 2005-12-31
  Harrisdirect Llc
  Charlotte, NC

Other Businesses

1. The Barly Group, Is Investment Related, 10320 Whitethorn Dr, Charlotte, NC, 28277, United States, Investments, insurance, annuities, President/CEO, 3/31/2025, 160 hours per month, 1 hours per month during trading hours, Fee Based Compensation, This LLC is used to accept payments from SouthPark Capital via George Terlizzi Inc. I am 100% owner of the LLC and file annually with the state. 2. TURO-I rent out an old car, Start date: 01/28/2022, Address: 10320 Whitethorn Dr Charlotte, NC 28277, 3 total hours per month; 1 during securities trading hours, Not investment related, Less than 10% annual compensation 3. SouthPark Capital, DBA, Is Investment Related,6101 Carnegie Blvd, Suite 350, Charlotte, NC, 28209, Financial Advisor, Independent Contractor, Started 3/31/2025, 40 hours per month, 0 hours per month during trading hours. 4. George Terlizzi INC, Is Investment Related, 6101 Carnegie Blvd #350, Charlotte, NC, 28209, United States, Investments, Wealth Advisor, 4/29/2025, 160 hours per month, 0 hours per month during trading hours, Fee Based Compensation, Paid by George as part of SouthPark Capital arrangement. The pay to me goes to my LLC- The Barly Group LLC. This LLC was originally established to help me manage renting out cars on Turo. I never used it for that purpose though. I changed its purpose 3/31/2025 when I joined SouthPark Capital.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-28

Designations

Other Names

• Jonathan Lindner
• Jonathan David Lindner