Evan Lockwood

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

• 06/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 06/2018 → 06/2022
  Baltimore City Police Dpartment
  Baltimore, MD
• 02/2011 → 07/2022
  Army National Guard
  Somerset, NJ
• 02/2017 → 06/2018
  Gavin De Becker And Associates
  New York, NY
• 07/2015 → 02/2017
  Michael Stapleton And Associates
  New York, NY
• 06/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Other Businesses

1. Proximity Financial Partners, Is Not Investment Related, 8313 Six Forks Rd, Raleigh, NC, 27597, United States, Tax Planning/Prep, Head of Tax Division, 11/4/2024, 40 hours per month, 0 hours per month during trading hours, Other Compensation, I have obtained the Enrolled Agent Designation from the IRS. I will be providing Tax planning and Tax Prep for select Proximity Financial Clients and outside clients as well. Compensation is evolving but will be primarily based on per return filed and complexity of the return. 2. Proximity Tax Strategies, LLC, Is Not Investment Related, 8313 Six Forks Road, Raleigh, NC, 27615, United States, Tax Planning/Prep, Head of Tax Division, 1/3/2025, 30 hours per month, 0 hours per month during trading hours, Fee Based Compensation, Tax Planning, Tax Preparation, Tax Filing.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-02