Iain Lesslie Chase Brackstone

Current Employers

Employment History

• 04/2007 → Present
  Alternative Risk Strat
  Alpharetta, GA
• 01/2015 → 08/2022
  Kalos Capital
  Alpharetta, GA
• 01/2015 → 08/2022
  Kalos Management
  Alpharetta, GA
• 01/2018 → Present
  Southpark Capital
  Alpharetta, GA
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2015-02-17 → 2022-09-30
  Kalos Management
  Ponte Vedra Beach, FL
  Alpharetta, GA
• 2012-03-30 → 2013-08-27
  Kalos Management
  Alpharetta, GA
  Ponte Vedra Beach, FL
• 2011-10-07 → 2012-03-01
  Triad Advisors Llc
  Suwanee, GA
• 2011-07-26 → 2011-10-18
  Hornor, Townsend & Kent, Llc
  Alpharetta, GA
  Woodstock, GA

Other Businesses

1. ALTERNATIVE RISK STRATEGIES, LLC.; NON-INVESTMENT RELATED; MEMBER; 10505 CRANCHESTER WAY, ALPHARETTA, GA 30022; COMPANY WAS FUNDED BY IAIN BRACKSTONE TO PROVIDE CONSULTING SERVICES TO INSURANCE COMPANIES AS IT RELATES TO CLOSED BLOCKS OF PRIVATE PLACEMENT VARIABLE INSURANCE CONTRACTS ISSUED TO ACCREDITED INVESTORS; 4 HRS/MONTH; 0 HRS/TRADING DAY; START DATE APRIL 2007, PROVIDE CONSULTING SERVICES TO COMPANIES SELF-INSURING SPECIFIC RISKS IN LOOKING TO REDUCE CLAIMS. 0HRS/DAY 2. SOUTH PARK CAPITAL, POSITION: Wealth Advisor NATURE: Work with individual (retail) investors as it concerns recommendations and selection of investment and insurance products for personal individual needs and goals. Products and services are as offered through Arkadios Capital and Arkadios Wealth Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2018, ADDRESS: 6000 Fairview Road, Suite 1150, Charlotte NC 28210, DESCRIPTION: Wealth Advisor/Financial Advisor: Work directly with individuals, Trusts and businesses on managing financial needs and expectations. Implement financial strategies as directed by investors. 3. George Terlizzi, Inc, Is Investment Related, 6101 Carnegie Blvd., Charlotte, NC, 28209, United States, Consulting, Financial Advisor/Consultant, 1/1/2018, 160 hours per month, 5 hours per month during trading hours, Commission Compensation, Advise retail investment and insurance clients on behalf of SouthPark Capital

Exams

• S66 Uniform Combined State Law Examination
  2011-06-01
• S65 Uniform Investment Adviser Law Examination
  1996-03-18
• S63 Uniform Securities Agent State Law Examination
  1992-09-02

Other Names

• Iain Lesslie Chase