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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arkadios Capital | Atlanta | GA | 10/2022 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 10/2022 | Present |
| Triad Advisors, Inc. | Norcross | GA | 09/2005 | 10/2022 |
| Capital Planning & Investments, Inc. | Fairfax | VA | 01/2002 | 07/2017 |
1.TNT FINANCIAL SERVICES; NOT INVESTMENT RELATED; 10911 CLARA BARTON CT, FAIRFAX, VA 22032; INSURANCE SALES (LIFE & HEALTH),ADVICE & BUSINESS CONSULTING; MANAGING MEMBER; 1.1.04; 20HRS/MONTH; 2HRS/DAY; PLACE FIXED INSURANCE BUSINESS AS A LIFE/HEALTH AGENT, PROVIDE HOURLY ADVICE FOR INSURANCE AND BUSINESS CONSULTING. 2. Marine Corps Community Services, Is Investment Related, Little Hall, 2034 Barnett Avenue, Quantico, VA, 22134, United States, Advisor to Pension Plan, Advisor, 4/23/2025, 3 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Serve as an advisor to NAF Retirement Plan Committee and Investment Oversight Committee and perform related advisory services. Serving as an advisor involves being briefed periodically at Quantico, VA and Washington D.C. on the investment status of the NAF retirement plans and internally invested NAF assets. The position may require investing with other committee members and staff, outside of regularly scheduled Retirement and Oversight Committee meetings to discuss policy and administration.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-15 |
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