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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-06 |
Branch Locations
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 |
|---|---|---|---|---|
| The Oak Financial Group | Bellville | TX | 06/2011 | Present |
| Sagepoint Financial | Bellville | TX | 11/2013 | 09/2021 |
| Arkdadios Capital | Atlanta | GA | 10/2021 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 10/2021 | Present |
1. BELLVILLE LIONS CLUB POSITION: PAST PRESIDENT NATURE: NON PROFIT SERVICE ORGANIZATION INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 07/01/2014 ADDRESS: CONCORDIA HALL, BELLVILLE TX 77418 DESCRIPTION: I CONDUCT THE DUTIES AND ACTIVITIES OF THE BELLVILLE LIONS CLUB ON A BI-MONTHLY BASIS. OUR ORGANIZATION RAISES FUNDS FOR NUMEROUS NON PROFIT ORGANIZATIONS IN THE BELLVILLE TEXAS AREA. 2. THE OAK FINANCIAAL GROUP POSITION: Investment Advisor NATURE: I sell Insurance products through my DBA "The Oak Financial Group" in the form of Annuities and an occasional Life Insurance Policy. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2014 ADDRESS: 214 Duerr Drive, Bellville TX 77418, United States DESCRIPTION: At my recent audit I wss told that I needed to have an Outside Business Activity listing my Insurance business. In all the companies I have been a part of in 38 years I have never had to break out my Insurance Business as a separate OBA but I will now do this. My activities for Insurance include selling individual annuities and an occasional Term Life Insurance Policy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-14 |
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