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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-21 |
Branch Locations
8313 Six Forks Rd Suite 209, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arkadios Wealth Advisors | Atlanta | GA | 08/2024 | Present |
| Bradley Law Firm, Pllc Dba Triangle Smart Divorce | Cary | NC | 01/2017 | Present |
| Cheshire Parker Schneider & Bryan | Raleigh | NC | 09/2006 | 01/2017 |
1. Proximity Financial Partners, DBA, Investment-related, 8313 Six Forks Rd Suite 209, Raleigh, NC 27615. Advisory services offered through Arkadios Wealth. Investment Advisor Representative (once registered with NC). Start date as soon as practical after registration. Estimated approximately 5-10 hours per month. 2. Stitch Power, LLC, Is Not Investment Related, 370 S Walker St, Suite 201, Cary, NC, 27511, Solar Power Company, Manager, 10/15/2025, 2 hours per month, 0 hours per month during trading hours, Other Compensation, Lease payments on solar panels. 3. Bradley Law Firm, PLLC dba Triangle Smart Divorce, Is Not Investment Related, 1001 Winstead Drive, Suite 110, Cary, NC, 27513, United States, Legal Services, Member Manager, 1/1/2017, 180 hours per month, 0 hours per month during trading hours, Other Compensation, Owner and founder of law firm. Day-to-day operations, oversee legal team and client acquisition team, and serve as CFO. Compensation is salary and distributions from S-Corp. 4. Enchanted Earnings, LLC, Is Not Investment Related, 370 S Walker St, Unit 201, Cary, NC, 27511, United States, Assign income from my affiliation with Proximity Financial Partners to my LLC, Member Manager, 8/13/2024,0 hours per month, 0 hours per month during trading hours, Other Compensation, No duties other than basic bookkeeping for the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
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