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Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-22
  • TX RA
    APPROVED
    Since 2024-07-22

Branch Locations

1701 River Run Ste 904, Fort Worth, TX 76107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Fort Worth TX 08/2016 07/2024
Western Wealth Management, Llc Fort Worth TX 02/2017 07/2019
Arkadios Capital Atlanta GA 07/2024 Present
Arkadios Wealth Advisors Atlanta GA 07/2024 Present
Previous Registrations
  • 2017-01-17 → 2024-08-01
    Fort Worth, TX
    Golden, CO
    Fort Worth, TX
    Glen Rose, TX
    Ft. Worth, TX
    Abilene, TX
    Abilene, TX
    San Angelo, TX
    San Angelo, TX
    Fort Worth, TX
    Lubbock, TX
  • 2017-02-06 → 2019-07-23
    Ft Worth, TX
    Glen Rose, TX
Other Businesses

1. Liberty Bankers Life, Investment Related, At Reported Business Location(s), Non-Variable Insurance, General Agent, Started 01/10/2017, 10 Hours Per Month/0 Hours During Securities Trading - Fixed insurance. 2. Atlantic Coast Life, Investment Related, At Reported Business Location(s), Non-Variable Insurance, Agent, Started 08/04/2017, 1 Hour Per Month During Securities Trading. 3. Simplicity - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/09/2019 - 2 Hours Per Month/1 Hour During Securities Trading. 4. Stewardship Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/23/2020 - 160 Hours Per Month During Securities Trading. 5. Stewardship Capital Management LLC - Investment Related - Home Based - Business Owner - CEO - Start Date: 10/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 6. Stewardship Capital Management, LLC - Investment Related - Home Based - Real Estate Rental - CEO - Start Date: 09/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 7. Pacific Guardian Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 10/01/2022 - 5 Hours Per Month/5 Hours During Securities Trading 8. Aspida - Investment Related - At Reported Business Location(s) - Non-Variable Insurance -Financial Advisor - Start Date - 10/01/2022 - 5 Hours Per Month/5 Hours During Securities Trading 9. Guarantee Income Life Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 12/13/2022 - 2 Hours Per Month/2 Hours During Securities Trading 10. Truchoice Annuity, Is Investment Related,1701 River Run Ste 904, Fort Worth, TX, 76107-6553, Fixed and Fixed Indexed Annuity Brokerage, FA, 8/25/2025, 1 hours per month,1 hours per month during trading hours, Commission Compensation, Fixed and Fixed Indexed Annuity Brokerage Firm 11.Equitrust, Is Investment Related,1701 River Run Ste 904, Fort Worth, TX, 76107-6553, Fixed Annuity Business, FA, 8/25/2025, 1 hours per month,1 hours per month during trading hours, Commission Compensation, Fixed Annuity Business 12.Stewardship Tax Consultants, Is Not Investment Related, 1701 River Run ste 904, Fort Worth, TX, 76107, Tax prep/planning, Founder, 11/1/2025, 5 hours per month,5 hours per month during trading hours, Fee Based Compensation, Stewardship Tax Consultants will work in conjunction with Stewardship Wealth Management, filing tax returns and tax holding tax planning meetings with SWM clients and referrals. Merrit Mitchell, CPA, will be the compliance behind the tax division. All fees will be billed separately and through STC. 13.Farmers Life, Is Investment Related,1701 River Run Ste 904, Fort Worth, TX, 76107, Fixed Annuity Business, Agent, 2/21/2025, 3 hours per month,2 hours per month during trading hours, Commission Compensation, Fixed Annuities 14.Ash Brokerage, Is Investment Related, 1701 River Run ste 904, , Ft Worth, TX, 76107, Fixed INDEXED Annuities and Life Insurance, Agent, 2/21/2025, 3 hours per month,2 hours per month during trading hours, Commission Compensation, Fixed Indexed Annuities and Life Insurance 15.Heartland National, Is Investment Related, 1701 River Run ste 904, Ft Worth, TX, 76107, Fixed Annuity Business, Agent, 2/21/2025, 3 hours per month, 2 hours per month during trading hours, Commission Compensation, Fixed Annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-13
S63 Uniform Securities Agent State Law Examination 2009-09-09
  • S65 Uniform Investment Adviser Law Examination
    2017-01-13
  • S63 Uniform Securities Agent State Law Examination
    2009-09-09
Other Names
  • Chris R Albertson

View on SEC IAPD

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