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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2023-11-21 |
| TX | RA | APPROVED | 2023-11-08 |
Branch Locations
9590 E Ironwood Square Dr Unit 101, Scottsdale, AZ 85258 • 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 | 12/2009 | 10/2023 |
| Arkadios Capital | Atlanta | GA | 11/2023 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 11/2023 | Present |
1) R.B. GOLD & ASSOC LTD; NOT INVESTMENT RELATED;9590 E Ironwood Square Dr,#101,Scottsdale,AZ 85258; OPERATING ENTITY FOR M WALLING AND STEVE LICHTBLAU; PARTNER/OWNER; 9/1993; 15HRS/MO; PARTNERSHIP AGREEMENT WITH MICHAEL WALLING; INSURANCE BUSINESS (HEALTH, LIFE, DISABILITY), BUSINESS SUCCESSION PLANNING M & A ADVISORY, FINANCIAL PLANNING 2) LICHTBLAU LLC; NOT INVESTMENT RELATED;8906 N 81st Place,Scottsdale,AZ 85258; OWN WITH MINDY (WIFE) 2006; 0HRS/MO; NOT COMPENSATED; FILE TAX RETURNS; 3) GLW LLC; not investment related; 9590 E Ironwood Square Dr,#101,Scottsdale,AZ 85258;hold assets;partner;8/5/2005;0 hrs/month;0 hrs during trading;partner 4) Ironwood Association;not investment related;9590 E Ironwood Sq Drive,Scottsdale,AZ 85258;management company for the office condominium we occupy; board member;7/1/2022;2-4 hrs/month;0 hrs during trading;reviewing maintenance needs of the office complex(condominiums),approving work and financials
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-21 |
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