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Current Employers
Arkadios Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-11-13
  • ID RA
    APPROVED
    Since 2025-11-13

Branch Locations

810 Pancheri Dr., Idaho Falls, ID 83402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch The Woodlands TX 09/2014 06/2017
Bank Of America, N.A. Magnolia TX 12/2014 07/2017
Merrill Lynch Idaho Falls ID 07/2017 01/2018
My-T-Brite Rigby ID 08/2018 11/2018
Sanctuary Wealth Management Pocatello ID 11/2018 09/2020
Unemployed Roberts ID 01/2018 08/2018
Kalos Capital Alpharetta GA 01/2019 09/2019
Cornerstone Financial Advisors Pocatello ID 08/2020 01/2021
Sanctuary Wealth Management Pocatello ID 01/2021 06/2022
The Helmstar Group, Llc Boise ID 06/2022 10/2022
Merrill Lynch Idaho Falls ID 06/2017 01/2018
My-T-Brite Rigby ID 10/2022 12/2022
Lpl Financial Llc Idaho Falls ID 01/2023 11/2025
East Idaho Credit Union Idaho Falls ID 12/2022 11/2025
Arkadios Wealth Advisors Atlanta GA 11/2025 Present
Arkadios Capital Atlanta GA 11/2025 Present
  • 09/2014 → 06/2017
    Merrill Lynch
    The Woodlands, TX
  • 12/2014 → 07/2017
    Bank Of America, N.A.
    Magnolia, TX
  • 07/2017 → 01/2018
    Merrill Lynch
    Idaho Falls, ID
  • 08/2018 → 11/2018
    My-T-Brite
    Rigby, ID
  • 11/2018 → 09/2020
    Sanctuary Wealth Management
    Pocatello, ID
  • 01/2018 → 08/2018
    Unemployed
    Roberts, ID
  • 01/2019 → 09/2019
    Kalos Capital
    Alpharetta, GA
  • 08/2020 → 01/2021
    Cornerstone Financial Advisors
    Pocatello, ID
  • 01/2021 → 06/2022
    Sanctuary Wealth Management
    Pocatello, ID
  • 06/2022 → 10/2022
    The Helmstar Group, Llc
    Boise, ID
  • 06/2017 → 01/2018
    Merrill Lynch
    Idaho Falls, ID
  • 10/2022 → 12/2022
    My-T-Brite
    Rigby, ID
  • 01/2023 → 11/2025
    Idaho Falls, ID
  • 12/2022 → 11/2025
    East Idaho Credit Union
    Idaho Falls, ID
  • 11/2025 → Present
    Atlanta, GA
  • 11/2025 → Present
    Arkadios Capital
    Atlanta, GA
Previous Registrations
Other Businesses

1) Bander Investments- DBA-Bander Wealth Management, Investment related, at reported business location(s), includes the sale of life, disability & Medicare Supplemental health insurance. Sell fixed index annuities. 2) Gradient Annuity Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Start Date 05/03/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading -

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-07
  • S66 Uniform Combined State Law Examination
    2015-01-07
Designations
Other Names
  • Jeremie Brent Berrett
  • Jeremie B Berrett

View on SEC IAPD

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