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Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-05-05
  • PA RA
    APPROVED
    Since 2021-05-05

Branch Locations

801 Cassatt Road, 300 Berwin Park Suite 205, Berwyn, PA 19312 • 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
Lincoln Financial Advisors Berwyn PA 06/2014 05/2021
Arkadios Capital Atlanta GA 05/2021 Present
Arkadios Wealth Advisors Atlanta GA 05/2021 Present
  • 06/2014 → 05/2021
    Lincoln Financial Advisors
    Berwyn, PA
  • 05/2021 → Present
    Arkadios Capital
    Atlanta, GA
  • 05/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2014-06-12 → 2021-05-06
    Osaic Fa, Inc.
    Berwyn, PA
  • 2011-01-31 → 2014-06-18
    New England Securities
    Newtown Square, PA
Other Businesses

1) Frank Hanna, 850 Cassatt Road/100 Berwyn Park, Suite 200 Berwyn, Pennsylvania 19312, Category: Insurance/Life settlements, Investment Related: YES, Title: agent, Duties: Offer life settlements, Start Date: 07/13/2016, Hours per Month: 1, Hours per Month during trading hours: 1 2) Frank Hanna Jr., 850 Cassatt Road /100 Berwyn Park Berwyn PA 19312, Category: Insurance, Investment Related: YES, Title: agent, Duties: Offering accident and health insurance, disability insurance, fixed annuities, indexed annuities, long term care insurance, property and casualty insurance, and traditional life insurance, Start Date: 06/12/2014, Hours per Month: 80, Hours per Month during trading hours: 80 3) FRANK HANNA, 850 CASSAT ROAD 100 BERWYN PARK SUITE 200, BERWYN PA 19312, CATEGORY: INSURANCE, INVESTMENT-RELATED: YES , TITLE: AGENT, DUTIES:OFFERING PREMIUM FINANCING, START DATE:5/4/2015, HOURS PER MONTH: 1, HOURS PER MONTH DURING TRADING HOURS:1 FORM 4) HANNA SYSTEMS WEALTH MANAGEMENT INC., 850 CASSATT ROAD, 100 BERWYN PARK SUITE 200 BERWYN PA 19312, CATEGORY: ENTITY/INSURANCE, INVESTMENT RELATED: YES, TITLE: SOLE OWNER, DUTIES: S CORP EXPENSE MANAGEMENT RE: SALE OF HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, HEALTH SAVINGS ACCOUNTS, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE , START DATE: MAY 3 2016 , HOURS PER MONTH: 2 , HOURS PER MONTH DURING TRADING HOURS: 1 5) HANNA SYSTEMS ADVANCE PLANNING INC, 850 CASSAT RD 100 BERWYN PARK SUITE 200 BERWYN PA 19312, CATEGORY: ENTITY, INVESTMENT RELATED: Y, TITLE: SOLE OWNER, DUTIES: EXPENSE MANAGEMENT FOR ENTITY OFFERING HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE , START DATE: 03/22/2019, HOURS PER MONTH: 2, HOURS PER MONTH DURING TRADING HOURS: 1 6) REVOLUTIONX, Is Not Investment Related,"801 Cassatt Rd, 300 Berwyn Park Suite 205, Berwyn, PA, 19312, United States",Referral,Founder,2024-02-01,1 hours per month,0 hours per month during trading hours, Fee Based Compensation, Referral to Commercial Lending resources; referral fee

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-05
S63 Uniform Securities Agent State Law Examination 2010-01-06
  • S65 Uniform Investment Adviser Law Examination
    2011-01-05
  • S63 Uniform Securities Agent State Law Examination
    2010-01-06
Designations

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