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309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-08 |
Branch Locations
309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 05/2009 | 01/2017 |
| Acg Wealth Inc | Atlanta | GA | 07/2009 | 11/2020 |
| Arkadios Capital | Atlanta | GA | 01/2017 | Present |
| Epg Wealth Management Llc | Atlanta | GA | 06/2019 | Present |
| Dlm Financial Servies, Inc | Atlanta | GA | 12/2007 | Present |
1. DLM FINANCIAL SERVICES, INC., NOT INVESTMENT RELATED; ATLANTA,GA 30305;PASS THROUGH; CEO, CFO, OWNER; 12/26/2007;0 HRS/MONTH;0 HRS DURING TRADING;PRESIDENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-01 |
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