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Kevin Whitworth

Arkadios Wealth Advisors

Cypress, TX

CRD 5797314

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Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-30
  • TX RA
    APPROVED
    Since 2025-01-30

Branch Locations

Cypress, TX • 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
Vantage Bank Texas Mcallen TX 04/2016 06/2019
Texas Regional Bank Mcallen TX 06/2019 04/2020
Obs Financial Perrysburg OH 06/2019 03/2021
Trb Wealth Management, Llc Mcallen TX 04/2020 01/2025
Arkadios Wealth Advisors Atlanta GA 01/2025 Present
  • 04/2016 → 06/2019
    Vantage Bank Texas
    Mcallen, TX
  • 06/2019 → 04/2020
    Texas Regional Bank
    Mcallen, TX
  • 06/2019 → 03/2021
    Obs Financial
    Perrysburg, OH
  • 04/2020 → 01/2025
    Mcallen, TX
  • 01/2025 → Present
    Atlanta, GA
Previous Registrations
  • 2020-07-23 → 2025-02-05
    Lakeway, TX
    Houston, TX
  • 2019-08-16 → 2021-03-31
    Obs Financial
    Mcallen, TX
    Concord, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-16
  • S65 Uniform Investment Adviser Law Examination
    2019-08-16
Other Names
  • Kevin Scott Whitworth

View on SEC IAPD

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