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Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-08-16
TX RA APPROVED 2022-08-16
  • MD RA
    APPROVED
    Since 2022-08-16
  • TX RA
    APPROVED
    Since 2022-08-16

Branch Locations

134 Industry Lane, Suite 5, Forest Hill, MD 21050 • 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
Kalos Capital, Inc. Alpharetta GA 02/2006 08/2022
Akers Financial Group, Inc. Jarrettsville MD 02/2006 Present
Arkadios Capital Atlanta GA 08/2022 Present
Arkadios Wealth Advisors Atlanta GA 08/2022 Present
  • 02/2006 → 08/2022
    Kalos Capital, Inc.
    Alpharetta, GA
  • 02/2006 → Present
    Akers Financial Group, Inc.
    Jarrettsville, MD
  • 08/2022 → Present
    Arkadios Capital
    Atlanta, GA
  • 08/2022 → Present
    Atlanta, GA
Previous Registrations
  • 2006-02-24 → 2022-09-30
    Kalos Management
    Forest Hill, MD
    Ponte Vedra Beach, FL
  • 1997-07-24 → 2006-02-27
    Psa Financial Advisors Inc
    Lutherville, MD
Other Businesses

AKERS FINANCIAL - 100% OWNER - SALE OF FIXED LIFE INSURANCE PRODUCTS, health, LTC, DI 40+ hours/week NORTH HARFORD BAPTIST CHURCH TREASURER, JARRETTSVILLE MD; Arkadios Wealth, INVESTMENT ADVISOR REPRESENTATIVE, 40+ HOURS/WEEK HARFORD CHRISTIAN EDUCATIONAL FOUNDATION, BOARD MEMBER, NO COMPENSATION, < 1 HR/MON COVENANT FINANCIAL STRATEGIES, INC. POS:Consultant NATURE:Referring clients to Covenant Financial Strategies INVESTMENT RELATED:No NUMBER OF HOURS:3 SECURITIES TRADING HOURS:0 START DATE: 2/1/2017 ADDRESS:217 E. Churchville Road, Bel Air MD 21014 DESC:Referring clients to Covenant Financial Strategies for assistance with Medicare supplemental insurance. AKERS FINANCIAL EDUCATIONAL FOUNDATION, INC. POS:Resident Agent NATURE:Akers Financial Educational Foundation, Inc. is organized exclusively for charitable, religious, educational, and scientific purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under Section 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code. INV RELATED:No NUMBER OF HOURS:1 SECURITIES TRADING HOURS:0 START DATE:7/19/2017 ADDRESS:134-5 Industry Lane, Forest Hill MD 21050 DESC:To receive, invest, and manage gifts, grants, donations, devises, and bequests of money and other personal and real property intended by the donor, devisor, or decedent in order to pay tuition, fees, and other expenses of qualifying students at Christian educational institutions and/or special needs educational institutions, and in so doing, act as a depository for the investment and management of such money and property so received. MOUNTAIN VIEW INSURANCE SOLUTIONS POS:Consultant NATURE:Referring clients to Mountain View Insurance Solutions for property and casualty insurance. We split commissions. INV RELATED:No NUMBER OF HOURS:2 SECURITIES TRADING HOURS:0 START DATE:10/01/2018 ADDRESS:900 South Main Street, #104, Bel air MD 21014 DESC:Referring clients to Mountain View Insurance Solutions for property and casualty insurance. WINNING IN RETIREMENT POS:Host/Owner NATURE:One hour long weekly call-in radio show, Winning in Retirement. Selling up to seven, 30 or 60 second ads to outside businesses. INV RELATED:Yes NUMBER OF HOURS:1 SECURITIES TRADING HOURS:1 START DATE:1/11/2020 ADDRESS:134-5 Industry Lane, Forest Hill MD 21050 DESCRIPTION: Selling ads for radio show RUSSELL INSURANCE GROUP POS:Consultant NATURE:Referring clients to Russell Insurance Group, for Property and Casualty Insurance. We split commission. INVESTMENT RELATED:No NUMBER OF HOURS:2 SECURITIES TRADING HOURS: 0 START DATE:7/01/2016 ADDRESS:1714 Jarrettsville Road, Jarrettsville MD 21084 DESC:Referring clients to Russell Insurance Group, for property & casualty insurance. ACRES BY AKERS, LLC POS:Member 100% owned NATURE:Own and develop real estate for rental or sale INVESTMENT RELATED: No NUMBER OF HOURS:2 SECURITIES TRADING HOURS:2 START DATE:9/10/2019 ADDRESS:2011 Citation Rd, Jarrettsville MD 21084 DESC:100% owner, organize to buy rental property. Leasing storage property to Akers Financial Group. DANIEL ALAN, LLC POS:50% owner Member NATURE:Tax preparation, INV RELATED:No NUMBER OF HOURS:16 SEC TRADING HOURS:8 START DATE:1/15/2021 ADDRESS:134-5 Industry Lane Forest Hill, MD 21050 DESC:Management of company, organize the vision and direction of the company. Some supervision and review of Tax returns and filings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-07-31
S63 Uniform Securities Agent State Law Examination 1991-05-22
  • S65 Uniform Investment Adviser Law Examination
    1992-07-31
  • S63 Uniform Securities Agent State Law Examination
    1991-05-22
Designations

View on SEC IAPD

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