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50 Oak Court Suite 230, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-06 |
| CA | RA | APPROVED | 2024-07-02 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Investment Architects, Inc. | Alamo | CA | 04/2006 | 12/2021 |
| Arkadios Capital | Atlanta | GA | 12/2021 | 06/2024 |
| Arkadios Wealth Advisors | Atlanta | GA | 12/2021 | 06/2024 |
| Resource Investment Architects, Inc. | Alamo | CA | 05/2016 | 12/2021 |
| Pacific Wealth Advisory Services Llc | Danville | CA | 06/2024 | Present |
| Pks Investments | Albany | NY | 07/2024 | 01/2025 |
1) Pacific Wealth Advisory Services LLC. Investment Related. At Registered Location. RIA. Owner/ Financial Advisor. Start Date: 05/31/2024. 150 hrs/ month; all during trading hours. Business development, invesment management, client relationship, 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 05/31/2024. 20 hrs/ month; all outside trading hours. Provide insurance advice based on the needs of client(s). 3) The Lk Project. Not Investment Related. 1176 Greenbook Dr, Danville, CA 94526. Performing Music. Partner. Start Date: 01/01/2017. 4 hrs/ month; none during trading hours. performing and recording music 4) Tutoring high school students in science and/or math; Non Investment Related: 400 Front Street Danville CA 94526; 2024-11-11; 4 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-17 |
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