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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| GA | RA | APPROVED | 2025-07-30 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Alpharetta | GA | 12/2009 | 03/2017 |
| Arkadios Capital Llc | Atlanta | GA | 03/2017 | 12/2024 |
| Acg Wealth | Atlanta | GA | 03/2017 | 02/2021 |
| Arkadios Wealth Advisors | Atlanta | GA | 02/2021 | 12/2021 |
| Bluechip Wealth Advisors Llc (Fka Ashworth Sullivan Wlth Mgt Gp) | Milton | GA | 11/2021 | 07/2025 |
| Morgan Stanley Smith Barney Llc | Alpharetta | GA | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 11/2008 | 03/2017 |
SMA Advisors LLC / Milton, GA / Non-Investment Related / President / Start 30-March-2017 / 0 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-03 |
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