Steve James Markey

Current Employers

Employment History

• 07/2006 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/2006 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 03/2022
  Securities America, Inc.
  San Antonio, TX
• 07/2020 → 03/2022
  Securities America Advisors, Inc.
  San Antonio, TX
• 03/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 03/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2020-07-17 → 2022-03-04
  Securities America Advisors, Inc.
  San Antonio, TX
• 2006-08-01 → 2020-07-17
  Investacorp Advisory Services Inc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 1998-09-25 → 2006-08-02
  Osaic Fa, Inc.
  San Antonio, TX

Other Businesses

1. HOME FASHION TECHNOLOGIES, INC. WHOLLY OWNED SUBSIDIARY OF KLMP, INC, -President & CFO working 10 non-trading hours a week doing the accounting & overlooking the operations of the company. This was an approved passive investment. After my brother Todd Markey the CFO died of cancer & subsequently The President Mr. Petroski was killed in an accident, I had to step in. For this I receive an annual salary. This is a company that primarily sells bi-fold & barn doors. INVEST RELATED Yes #HRS 20 -7/1/09 -1100 NE Loop 410 Ste 300, San Antonio TX 78209 -President and CFO 2. WHITESTONE FINANCIAL GROUP ABA WHITESTONE WEALTH MANAGMENT SERVICES -Partner -This is the investment practice for Steve Markey & Patrick Lynch. INVEST RELATED Yes #HRS 160 SEC TRADE HRS 160 -5/1/06 -1100 NE Loop 410 Ste 300, San Antonio TX 78209 -This is the investment practice for Steve Markey and Patrick Lynch. I work 40 hours a week. I collect income and pay bills for the partnership. I take partnership distributions. 3. WHITESTONE FINANCIAL GROUP ABA WHITESTONE WEALTH MANAGEMENT SERVICES, -Partner -This is the fixed insurance practice for Steve Markey & Patrick Lynch INVEST RELATED Yes #HRS 160 SEC TRADE HRS 160 -5/1/06 -1100 NE Loop 410 Ste 300, San Antonio TX 78209 -This is the fixed insurance practice for Steve Markey and Patrick Lynch 4. HFCC, INC, -Board Member -Board member HFCC, Inc. which is building permanent housing for the homeless in San Antonio #HRS 3 -5/1/20 -1215 Colzona Rd San Antonio TX 78216 -Board member HFCC, Inc. which is building permanent housing for the homeless in San Antonio. Meet monthly 5. SAN ANTONIO AREA FOUNDATION, POSITION: Volunteer NATURE: Member of the Animal Services Committee of the San Antonio Area Foundation INVEST RELATED: No #HRS: 1 SEC TRADE HRS: 0 START: 1/1/2012 - 303 Pearl Pkwy, San Antonio TX 78215 DESCRIPTION: Member of the Animal Services Committee that meets once a quarter 6. CORK COUNTY INVESTORS, LLC, -Partner -Owned building for our Firm Whitestone Wealth Management but sold in 2019 INVEST RELATED Yes #HRS 5 -2/1/08 -1100 NE Loop 410 Ste 300, San Antonio TX 78209 -Property has been sold but keeping business open for future building purchase 7. CORK COUNTY INVESTORS #2, LLC, POSITION: Member NATURE: This is an LLC which owns an interest in KLMP, Inc., which is the parent company of Home Fashion Technologies, Inc This is the only subsidiary of holding of the company. Home Fashion Technologies is a bifold door company that I currently run after the unexpected death of my brother Todd Markey, past CFO, and Pete Petroski, the past President. INVEST RELATED: Yes #HRS: 1 SEC TRADE HRS: 0 START: 7/1/2009 - 1100 NE Loop 410 Ste 300, San Antonio TX 78209 DESCRIPTION: This is a passive investment over 10 years ago into a bifold door business selling to Home Depot. No other activity other than the investment. 8. 8603 Crownhill Blvd Office Building, Is Investment Related,"8603 Crownhill Blvd, , SAN ANTONIO, TX, 78209, United States", Office Building Investment, Passive investment,11/7/2025,4 hours per month,0 hours per month during trading hours, No Compensation Compensation, My business partner Patrick Lynch and I in our partnership Cork County Investors have purchased a building with 6 tenants renting and not related to us. We will also move our Whitestone Wealth Management business there in the first quarter of 2026. Pat and I are the only owners of this building and the partnership.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-04-17