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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-17 |
Branch Locations
200 Marcy Street, Portsmouth, NH 03801-2301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2007-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2006 | 06/2026 |
| Whole Wealth Management | Portsmouth | NH | 10/2007 | Present |
| Arkadios Capital | Atlanta | GA | 06/2026 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2026 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. IAR UNDER RIA WHOLE WEALTH MANAGEMENT, LLC PROVIDING FINANCIAL PLANNING AND CONSULTING SERVICES AT BRANCH LOCATION, INVESTMENT RELATED. 3. WHOLE WEALTH MANAGEMENT, LLC - SOLE MEMBER OF ENTITY CREATED FOR SECURITIES, ADVISORY AND INSURANCE BUSINESS, INVESTMENT RELATED. DBA 4. NOTARY PUBLIC AT BRANCH LOCATION, NOT INVESTMENT RELATED. 5. OWNER, 200 MARCY LLC, AN ENTITY CREATED FOR THE PURPOSE OF BUYING AND MANAGING COMMERCIAL REAL ESTATE AT 200 MARCY ST, PORTSMOUTH, NH 03801; AS OF 12/16/2021; 5% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-15 |
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