Patrick Rankin Chitwood

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

• 10/2001 → Present
  Chitwood Advisory Group
  Birmingham, AL
• 09/2011 → 11/2021
  Acg Wealth, Inc.
  Atlanta, GA
• 09/2011 → 02/2017
  Triad Advisors
  Norcross, GA
• 02/2017 → 11/2021
  Arkadios Capital
  Atlanta, GA
• 11/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2021 → 08/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → 10/2024
  Osaic Wealth, Inc.
  Asheville, NC
• 10/2024 → Present
  Arkadios Wealth Adviors
  Atlanta, GA

Previous Registrations

• 2021-11-30 → 2024-10-08
  Osaic Advisory Services, Llc
  Asheville, NC
  Atlanta, GA
• 2011-09-12 → 2021-11-30
  Acg Wealth Inc.
  Asheville, NC
  Atlanta, GA
  Asheville, NC
  Ashevill, NC
• 2011-04-19 → 2011-11-03
  Chitwood Advisory Group
  Asheville, NC
  Birmingham, AL
• 2009-07-17 → 2011-07-28
  First Advisors Capital, Inc.
  Asheville, NC
  Birmingham, AL
• 1991-07-08 → 2009-09-01
  Chitwood Advisory Group
  Birmingham, AL

Other Businesses

1)Chitwood Advisory Group; Investment related; Private residence; Wealth Management; Owner; started 10/2001; 20 hrs/month; 4 hrs during trading; Wealth Mgmt 2)Chitwood Wealth Management; Investment related; Private residence, Investment Advisory; Owner/Advisor; started 11/2021; 20 hrs/month; 4 hrs during trading; Wealth Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-01-24

Designations

• Chartered Financial Consultant