Best Investors
Account
Sign in
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-26 |
Branch Locations
4565 Lasalle St Ste 100 Hwy 22, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Metairie | LA | 08/2016 | 06/2024 |
| Gulf Coast Bank & Trust | Metairie | LA | 08/2016 | Present |
| Arkadios Capital | Atlanta | GA | 06/2024 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2024 | Present |
1. 08/10/2016: Gulf Coast Wealth Management - DBA - investment related - at reported business location(s), 160hours/month, 160hours/month during securities trading hours. 2. No Business Name - Non-Variable Insurance - Investment Related - 1825 Veterans Blvd, Metairie, LA 70005 - Start 09/06/2016 - 10 Hr/Mo; 7 Hour(s) During Securities Trading - Insurance Types: Life, Health, Disability, LTC, Fixed Annuities 3. Gulf Coast Bank & Trust Co., Is Investment Related, 1825 Veterans Blvd, , Metairie, LA, 70005, United States, Personal and Institutional Trust Services, Divisional Manager, 1/1/2026, 20 hours per month, 20 hours per month during trading hours, Salary Compensation, I serve as the Wealth Management Director responsible for the leadership and oversight of the Trust Division at Gulf Coast Bank & Trust Co. My responsibilities include strategic management of personnel, operational efficiency, profitability, and ensuring compliance with applicable laws, regulations, and internal policies governing the trust department. This role does not involve direct client relationship management, investment advisory activities, or securities transactions. Additionally, I do not maintain access to client account systems or confidential client data within the trust department 4. Professional Speaking and Training, Is Not Investment Related, 1549 Stillwater Dr., , Mandeville, LA, 70471, United States, Speaking and training for general business audiences, Speaker/ Trainer, 1/1/2027, 10 hours per month, 4 hours per month during trading hours, Other Compensation, Provide occasional professional speaking and training services on general business topics, including sales skills, professional development, career growth, productivity, and leadership. Engagements are contracted on a per-event basis through a third-party speaking firm that sources and schedules opportunities. Activity is non-securities related and does not involve investment advice, financial products, client solicitation, or use of firm resources.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-29 |
Reach out to this advisor