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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-23 |
Branch Locations
25 E Main Street Suite 202, Roselle, IL 60172 • United States
25 E. Main Street Suite 202, Roselle, IL 60172 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-04-08 |
Branch Locations
25 E. Main Street Suite 202, Roselle, IL 60172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2004 | 06/2025 |
| Cannata & Company, Llc | Rosemont | IL | 12/2014 | Present |
| Arkadios Capital | Atlanta | GA | 06/2025 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2025 | Present |
1. Jack p. Cannata, CPA, tax preparation and accounting services, not investment related. 2. Fixed insurance sales; as of 10/04/2012; Approximately 5% of time spent during business hours; Conducted at branch location; Investment Related. 3. LAC Main Street Condo, LLC, Co-Owner, an entity created for the purpose of managing and renting commercial property located at Roselle, IL, as of 12/17; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 5. Cannata & Company, LLC; DBA, Investment adviser representative of, a registered investment adviser, Owner & Managing Member, a private entity established to facilitate securities, advisory, and insurance business; as of 2/15/2022; 95% time spent during business hours; Conducted at branch; Investment related. 6. Co-trustee - Gecewicz Gift Trust Number 1, Is Investment Related, 25 E Main Street, Suite 202, Roselle, IL, 60172, United States, Trustee, co-trustee, 5/31/2011, 0 hours per month, 0 hours per month during trading hours, No Compensation Compensation, co-trustee for trust to family related trust to benefit cousin's autistic son. 7.Co-trustee - Brown Grandchildren's Trust, Is Investment Related, 25 E Main Street, Suite 202, Roselle, IL, 60172, United States, Trustee, co-trustee, 5/31/2011, 0 hours per month, 0 hours per month during trading hours, No Compensation Compensation, co-trustee for mother's ILIT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-14 |
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