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Current Employers
Seven Hills Financial, Llc

410 East 6Th Avenue, Tallahassee, FL 32303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-07
  • FL RA
    APPROVED
    Since 2025-03-07

Branch Locations

410 East 6Th Avenue, Tallahassee, FL 32303 • United States

Tallahassee Financial Advisors, Inc.

3015 Shannon Lakes North #304, Tallahassee, FL 32309 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-16
  • FL RA
    APPROVED
    Since 2025-01-16

Branch Locations

3015 Shannon Lakes North #304, Tallahassee, FL 32309 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc. Norcross GA 06/2010 02/2023
Tallahassee Financial Advisors, Inc. Tallahassee FL 11/2013 Present
Arkadios Capital Atlanta GA 01/2023 Present
Seven Hills Financial, Llc Tallahassee FL 02/2025 Present
Other Businesses

1-TRENT MEEWES; INVESTMENT RELATED; TALLAHASSEE, FL; INSURANCE, FIXED ANNUITY SALES; AGENT; 1994; 20 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSION; SALES OF LIFE, LTC, & FIXED ANNUITIES. 2-TRIAD ADVISORS, INC.; INVESTMENT RELATED; TALLAHASSEE, FL; BD/IA; REGISTERED REPRESENTATIVE; 06/2010 TO PRES; 50% OF HIS TIME. 3)TALLAHASSEE FINANCIAL ADVISORS;INVESTMENT RELATED;3015 SHANNON LAKES NORTH,#304,TALLAHASSEE,FL 32309;REGISTERED INVESTMENT ADVISOR;PRESIDENT;11/08/2013;80 HRS/MONTH;4 HRS DURING TRADING;MANAGE PORFOLIOS OF NO-LOAD MUTUAL FUNDS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-14
S63 Uniform Securities Agent State Law Examination 1996-11-27
  • S65 Uniform Investment Adviser Law Examination
    1999-06-14
  • S63 Uniform Securities Agent State Law Examination
    1996-11-27
Designations

View on SEC IAPD

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