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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-04 |
Branch Locations
2827 Peachtree Road Suite 640, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Bank And Trust Company | Atlanta | GA | 01/2016 | 07/2021 |
| Capital Group Private Client Services, Inc. | Los Angeles | CA | 07/2021 | 09/2023 |
| Arkadios Wealth Advisors | Atlanta | GA | 09/2023 | Present |
| Arkadios Capital | Atlanta | GA | 09/2023 | Present |
1. Clover Capital Partners, Investment related DBA, 2827 Peachtree Road Suite 640, Atlanta, GA 30305, Pass through entity as registered financial professional, zero hours a month 2. Lux Exclusives, Inc., Is Not Investment Related, 1409 Bridge Creek Road, Tiger, GA, 30576, United States, Family Office services, Board seat, 8/1/2026, 3 hours per month, 0 hours per month during trading hours, Other Compensation, Lux Exclusives gives family offices and luxury professionals one secure platform to document, manage, protect, and strategically position significant tangible assets while delivering a premium experience for their clients. Given my experience with high net worth clients and my input on their new business, I was asked to serve on their board of directors. While receiving no compensation, I will own "phantom equity" (0.25%) in Lux only in the event of a sale
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-23 |
| S66 | Uniform Combined State Law Examination | 2012-06-02 |
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