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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities | Greenwood Village | CO | 08/2017 | 05/2022 |
| Development International | Longwood | FL | 09/2013 | 08/2017 |
| United Healthcare | Maitland | FL | 04/2015 | 04/2017 |
| Oxford Wealth Group, Llc | Orlando | FL | 06/2022 | 07/2022 |
| Oxford Advisory Group, Llc | Orlando | FL | 06/2022 | 07/2022 |
| Lpl Financial Llc | Winter Park | FL | 10/2022 | 10/2023 |
| Seacoast Bank | Winter Park | FL | 10/2022 | 10/2023 |
| Principal Life Insurance Company | Longwood | FL | 10/2023 | 03/2026 |
| Principal Securities, Inc. | Longwood | FL | 10/2023 | 03/2026 |
| Fringe Benefit Plans | Winter Park | FL | 05/2024 | 04/2025 |
| Arkadios Capital | Atlanta | GA | 03/2026 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 03/2026 | Present |
1. Insurance, not investment related, 528 Sugar Ridge Ct, Longwood FL 32779, United States, Position: Outside Sales, Start date: 11/14/2023, 10 Hours per month, 10 Hours per month during securities trading hours, Description: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. 2. Weeler Wealth, Investment related, 130 Corridor Road # 832, Ponte Vedra, FL 32004, DBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-01 |
| S66 | Uniform Combined State Law Examination | 2010-04-29 |
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