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Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-08-17
  • MD RA
    APPROVED
    Since 2022-08-17

Branch Locations

134 Industry Lane, Suite 5, Forest Hill, MD 21050 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kalos Capital, Inc. Alpharetta GA 08/2013 08/2022
Akers Financial Group Forest Hill MD 05/2012 Present
Kalos Management Alpharetta GA 08/2013 08/2022
Arkadios Capital Atlanta GA 08/2022 Present
Arkadios Wealth Advisors Atlanta GA 08/2022 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-09
  • S66 Uniform Combined State Law Examination
    2013-09-09
Designations

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