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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-08-17 |
Branch Locations
134 Industry Lane, Suite 5, Forest Hill, MD 21050 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-09 |
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