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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 11/2011 | 08/2022 |
| Arkadios Capital | Atlanta | GA | 08/2022 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 08/2022 | Present |
1. Insurance with Various companies, When the need arises for a client- Term life policy or Fixed Indexed annuity 2. S R Brown Financial Services, Is Not Investment Related, 1619 Weilers Road, Alburtis, PA, 18011, United States, Term Life insurance and Fixed annuities, Fixed Insurance Brokerage, 4/12/2023, 3 hours per month, 0 hours per month during trading hours, Commission Compensation, When the need arises for a client an Term life policy or Fixed Indexed annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-06 |
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