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Arkadios Wealth Advisors CRD 288863
$8.79B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arkadios Wealth Advisors | Atlanta | GA | 02/2025 | Present |
| Texas Regional Bank | Mcallen | TX | 01/2024 | 01/2025 |
| Texas Regional Bank | Mcallen | TX | 05/2021 | 01/2024 |
| Interstate Battery System Of The Rio Grande Valley | Mcallen | TX | 07/2020 | 05/2021 |
| Rice University | Houston | TX | 06/2018 | 05/2021 |
| Sharyland High School | Mission | TX | 08/2014 | 06/2018 |
Trivium Asset Management, DBA, Investment related, Private residence, Registered Admin, 100-160 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-16 |
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