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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-22 |
Branch Locations
1701 River Run Ste 904, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-09 |
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