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Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-01-08
  • WA RA
    APPROVED
    Since 2022-01-08

Branch Locations

1220 Main St. Ste 400, Vancouver, WA 98660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Architects, Inc. Petaluma CA 07/2016 12/2021
Resource Investment Architects, Inc. Petaluma CA 07/2016 12/2021
Matrix Asset Management West Linn OR 05/2016 Present
Arkadios Capital Atlanta GA 12/2021 Present
Arkadios Wealth Advisors Atlanta GA 12/2021 Present
  • 07/2016 → 12/2021
    Investment Architects, Inc.
    Petaluma, CA
  • 07/2016 → 12/2021
    Resource Investment Architects, Inc.
    Petaluma, CA
  • 05/2016 → Present
    Matrix Asset Management
    West Linn, OR
  • 12/2021 → Present
    Arkadios Capital
    Atlanta, GA
  • 12/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2016-07-06 → 2021-12-31
    Resource Investment Architects, Inc.
    West Linn, OR
    Vancouver, WA
  • 2014-12-03 → 2016-12-20
    Matrix Wealth Management, Inc.
    Clackamas, OR
  • 2007-01-03 → 2014-12-31
    Fsic
    Boca Raton, FL
    Boca Raton, FL
    Portland, OR
  • 2004-07-29 → 2006-12-31
    Raymond James Financial Services, Inc.
    Lake Oswego, OR
  • 2003-04-17 → 2004-07-20
    Portland, OR
Other Businesses

1. Matrix Asset Management, LLC-Investment related-1220 Main Street, Ste 400, Vancouver, Wa 98660-Investments-Owner, managing partner-5/2016-Full time- Portfolio management, runs the business and works with clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-22
S63 Uniform Securities Agent State Law Examination 1990-09-21
  • S65 Uniform Investment Adviser Law Examination
    1993-02-22
  • S63 Uniform Securities Agent State Law Examination
    1990-09-21

View on SEC IAPD

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