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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-05-06 |
Branch Locations
4814 Outlook Drive, Suite 104, Wall, NJ 07753 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 03/2014 | 04/2019 |
| Arkadios Capital | Atlanta | GA | 04/2019 | Present |
| Arkadios Wealth | Atlanta | GA | 04/2019 | Present |
1) Appointment with multiple carriers Fixed Insurance; Not Investment related; 4184 Outlook Dr, Suite 104, WALL, NJ 07753; Fixed Insurance, Life, LTC & DI; Agent; 18 HRS/MONTH; 1-3 HRS during securities trading hours; Appropriate accounts to carriers by needs analysis. 2) Foresight Financial Partners; Investment related; 4184 Outlook Dr, Suite 104, WALL, NJ 07753; Financial Planning & Services; Member; 3/21/2014; 100 HRS/MONTH; 7-9 HRS during securities trading hours; Financial Estate, Business Planning, Insurance and Investment Management. 3) Alan Berger Consulting LLC; 4814 Outlook Dr., Suite 104 Wall, NJ 07153; business checking account; Member; 0 hours per month; 0 hours per trading day; Review statements file with states.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-11 |
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