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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| ID | RA | APPROVED | 2020-10-16 |
| TX | RA | APPROVED_RES | 2020-10-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spc | Ann Arbor | MI | 02/2011 | 10/2020 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 10/2020 |
| Arkadios Wealth Advisors | Atlanta | GA | 10/2020 | Present |
| Arkadios Capital | Atlanta | GA | 10/2020 | Present |
1. BANDER Investments Inc. DBA BANDER Wealth Management includes the sale of life, disability & Medicare Supplemental health insurance. Sell fixed index annuities. 2. Co-owner - Advanced Planning Educational Group, Inc. Company provides education to professionals in financial industry. Responsibilities include; management, company development/strategy, membership recruiting and teaching courses on aspects of financial planning. Start date: 3/1/19, approx. 3-5 hrs/mo with less than 5% during mkt hrs. 3. Co-owner - SIG, LLC, DBA Sargent Insurance Group. Insurance agency that contract with insurance professional to provide non-securities annuities and insurance products to the public. 1-2 hours/mo with less than 5% during mkt hrs. 4. Co-owner - Raybear Enterprises, DBA Sunnyside Auto, Ammon, ID. Auto sales and repair business. Start date: 12/1/17. Approx. 4-6 hrs/mo with less than 5% during market hrs. Not investment related. 5. Co-owner - RowleyWhiteRV, Ammon, ID. RV sales and repair business. Start date: 10/1/20. Approx. 8-10 hrs/mo with less than 10% during market hrs. Not investment related. 6. True Blue finance, Is Not Investment Related, auto loans and finance, analyst, 2020-10-01, 4 hours per month, 0 hours per month during trading hours, Other Compensation, Assist with financial modeling and underwriting. no compensation at this time. expected in future 7. Dream Leasing, Is Not Investment Related, Auto leases, owner, 2022-01-01, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Business that has a small number of auto leases. I do not have any day to day responsibilities. Managed by separate person. 8. Bob Moses Ceramic Coating, Is Not Investment Related, 3770 E Sunnyside Rd, Idaho Falls, Idaho, ID, 83406, Ceramic coating of cars, truck, rv and boats, part owner, 2022-03-01, 0 hours per month, 0 hours per month during trading hours, Other Compensation, Owner draws based on profitability. This is for a business/service provided at rv/car lot. separate business entity and part of a franchise. I am not involved in day to day activities, nor have business responsibilities."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-16 |
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