Brian Jeffry Stephenson

Employer firm

Holos Integrated Wealth CRD 329884

$233M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 06/2020
  Triad Advisors, Inc.
  Norcross, GA
• 01/2016 → 06/2020
  Triad Hybrid Solutions, Inc.
  Norcross, GA
• 06/2020 → 12/2023
  Arkadios Capital
  Atlanta, GA
• 06/2020 → 05/2024
  Arkadios Wealth Advisors
  Atlanta, GA
• 03/2024 → Present
  Holos Integrated Wealth, Llc
  Kennett Square, PA

Previous Registrations

• 2020-06-30 → 2024-05-01
  Arkadios Wealth Advisors
  Exton, PA
  Wilmington, DE
  Kennett Square, PA
• 2016-01-15 → 2020-07-01
  Osaic Advisory Services, Llc
  Exton, PA
  Atlanta, GA
• 2009-05-06 → 2016-01-19
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
  Philadelphia, PA
  Radnor, PA

Other Businesses

1)BKA Private Wealth Consultants; not investment related;244 West Water Street, Suite 200,Elmira,NY 14901;insurance outside GA;1/2016;0 hrs/month;0 hrs during trading; working with this GA for a number of years working on insurance business for our clients 2)Raffa Financial Services, Inc; not investment related;1445 Research Blvd, Suite 340,Rockville,MD 20850;insurance/benefits company;1/2016;0 hrs/month;0 hrs during trading; introduction of services to clients 3) Delta Consulting Partners, LLC; Investment Related; 224 East Street Road, Office B2AB, Kennett Square, PA 19348; Personal Services Company; Member; 1/2018; 0 hrs/month; 0 hrs during trading; services company to receive insurance payments

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-19
• S63 Uniform Securities Agent State Law Examination
  1997-07-07