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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-16 |
Branch Locations
4814 Outlook Drive, Suite 104, Wall, NJ 07753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wescott Financial Advisory Group, Llc | Philadelphia | PA | 07/2019 | 09/2022 |
| Francis Financial | New York | NY | 05/2018 | 08/2018 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2015 | 05/2019 |
| Arkadios Capital | Atlanta | GA | 06/2025 | Present |
| Spartan Solar | Tampa | FL | 09/2024 | 05/2025 |
| Freedom Forever | Tampa | FL | 06/2023 | 09/2024 |
| Nusun Power | Tampa | FL | 04/2023 | 06/2023 |
| Titanium Solar | Tampa | FL | 07/2019 | 04/2023 |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2025 | Present |
1. FORESIGHT FINANCIAL PARTNERS; INVESTMENT RELATED; 4814 OUTLOOK DRIVE, Suite 104, WALL, NJ 07753; STARTED 6/2025; 40 HRS/MONTH; 30 HRS/MONTH DURING SECURITIES TRADING HOURS, ASSOCIATE IN FINANCIAL PLANNING AND INVESTMENT FIRM. 2. Life Insurance, Is Not Investment Related,"4814 Outlook Drive, , Wall, NJ, 07723, United States",Insurance,Agent,5/14/2026,5 hours per month,0 hours per month during trading hours, Commission Compensation, Life Insurance agent (term & whole life).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
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