Alexander Joseph Monk

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 08/2022
  Kalos Capital, Inc.
  Alpharetta, GA
• 05/2012 → Present
  Akers Financial Group
  Forest Hill, MD
• 08/2013 → 08/2022
  Kalos Management
  Alpharetta, GA
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2022-01-10 → 2022-09-30
  Kalos Management
  Forest Hill, MD
  Ponte Vedra Beach, FL
• 2013-09-16 → 2022-01-07
  Kalos Management
  Ponte Vedra Beach, FL
  Forest Hill, MD

Other Businesses

1. AKERS FINANCIAL GROUP, POSITION: ASSOCIATE FINANCIAL PLANNER NATURE: FINANCIAL PLANNING BUSINESS TO INCLUDE THE SALE OF LIFE, HEALTH, LTC AND AUNNITY INSURANCE PRODUCTS, SECURITIES, MONEY MANAGEMENT AND FINANCIAL ADVICE. INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 160 START DATE: 05/29/2012, ADDRESS: 126-1 INDUSTRY LANE, FOREST HILL MD 21050, DESCRIPTION: HELP SERVICE AND CREATE FINANCIAL PLANSREVIEW MARKET CONDITIONSRESEARCH INVESTMENT PRODUCTSRESEARCH INSURANCE PRODUCTSSPEAK WITH CLIENTS WITH QUESTIONS ABOUT THEIR FINANCIAL PLANS 2. PLANNING WITH A PURPOSE, POSITION: CoHost/Employee NATURE: One hour long weekly live call-in radio show, "Planning with a purpose". Selling up to 7 30-60 second ads to outside businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/17/2017, ADDRESS: 126-1 Industry Lane, Forest Hill MD 21050, DESCRIPTION: selling ad space on the radio show 3. S. ALEXANDER, L.L.C., POSITION: Managing Partner NATURE: Veteran Owned consulting company INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2019, ADDRESS: 2402 Chatau Ct, Fallston MD 21047-2319, DESCRIPTION: bookkeeping, business planning, logistics & other small business operations 4. WINNING IN RETIREMENT, POSITION: Co Host / Employee NATURE: One hour, weekly radio show INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/11/2020, Address: 126-1 Industry Lane, Forest Hill MD 21050, DESCRIPTION: Co-hosting show 5. DANIEL ALAN, LLC, POSITION: Tax Preparer NATURE: Tax preparation, Daniel Alan, LLC will be buying the existing Tax practice called Akers Tax Service on 1/15/2021, which is 100% owned by Danny Akers. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/15/2021, ADDRESS: 126 Industry Lane, Forest Hill MD 21050, DESCRIPTION: Tax preparation. 6. WEDDING OFFICIANT, POSITION: Ordained Minister NATURE: Wedding Officiant for friends & family INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021, ADDRESS: 2402 Chatau Ct, Fallston MD 21047, DESCRIPTION: preform wedding ceremonies - nothing is charged for my services.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-09

Designations

• Certified Financial Planner