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Charles Allen Ratliff

Arkadios Wealth Advisors

Atlanta, GA

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Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-22
LA RA APPROVED 2026-04-22
TX RA APPROVED 2026-04-20
  • GA RA
    APPROVED
    Since 2026-04-22
  • LA RA
    APPROVED
    Since 2026-04-22
  • TX RA
    APPROVED
    Since 2026-04-20

Branch Locations

2827 Peachtree Road Suite 640, Atlanta, GA 30305 • 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
J.P Morgan Securities Llc. Atlanta GA 03/2011 09/2021
Morgan Stanley Smith Barney Llc Alpharetta GA 09/2021 03/2026
Morgan Stanley Private Bank, N.A New York NY 09/2021 03/2026
Arkadios Capital Atlanta GA 04/2026 Present
Arkadios Wealth Advisors Atlanta GA 04/2026 Present
  • 03/2011 → 09/2021
    J.P Morgan Securities Llc.
    Atlanta, GA
  • 09/2021 → 03/2026
    Morgan Stanley Smith Barney Llc
    Alpharetta, GA
  • 09/2021 → 03/2026
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 04/2026 → Present
    Arkadios Capital
    Atlanta, GA
  • 04/2026 → Present
    Arkadios Wealth Advisors
    Atlanta, GA
Previous Registrations
Other Businesses

Clover Capital Partners, DBA, Investment related,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-06
  • S66 Uniform Combined State Law Examination
    2010-04-06
Other Names
  • Charles Allen Ratliff
  • Charles Allen Ratliff
  • Chas Ratliff

View on SEC IAPD

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EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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