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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-21 |
| AL | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED_RES | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch | Dothan | AL | 10/2010 | 08/2025 |
| Bank Of America, N.A. | Dothan | AL | 05/2011 | 08/2025 |
| Arkadios Capital | Atlanta | GA | 08/2025 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 08/2025 | Present |
1. NON-PROFIT ORGANIZATION, NAME OF OUTSIDE BUSINESS ORGANIZATION: KIWANIS CLUB OF DOTHAN, INVESTMENT RELATED: N, ADDRESS OF BUSINESS: DOTHAN, ALABAMA 36302, NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/28/2017, NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY, NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0, DUTIES: CLUB MEMBER AND MEMBER OF BOARD OF DIRECTORS 2. DBA Longleaf Capital Group, Investment related, Started 10/2010, 100-120 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-06 |
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