Best Investors Account Sign in
Inactive

George Terlizzi

Arkadios Wealth Advisors

Charlotte, NC

Claim This Profile
Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-29
NC RA APPROVED 2022-11-08
GA RA APPROVED 2022-09-01
  • SC RA
    APPROVED
    Since 2025-01-29
  • NC RA
    APPROVED
    Since 2022-11-08
  • GA RA
    APPROVED
    Since 2022-09-01

Branch Locations

6101 Carnegie Blvd, Suite 350, Charlotte, NC 28209 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
George Terlizzi Inc. Charlotte NC 10/1997 Present
Kalos Capital Inc. Alpharetta GA 05/2012 08/2022
South Park Capital, Inc. Charlotte NC 09/2014 Present
Kalos Management, Inc. Alpharetta GA 03/2015 08/2022
Arkadios Capital Atlanta GA 08/2022 Present
Arkadios Wealth Advisors Atlanta GA 08/2022 Present
  • 10/1997 → Present
    George Terlizzi Inc.
    Charlotte, NC
  • 05/2012 → 08/2022
    Kalos Capital Inc.
    Alpharetta, GA
  • 09/2014 → Present
    South Park Capital, Inc.
    Charlotte, NC
  • 03/2015 → 08/2022
    Kalos Management, Inc.
    Alpharetta, GA
  • 08/2022 → Present
    Arkadios Capital
    Atlanta, GA
  • 08/2022 → Present
    Atlanta, GA
Previous Registrations
  • 2015-04-01 → 2022-09-23
    Kalos Management
    Charlotte, NC
    Charlotte, NC
Other Businesses

SOUTHPARK CAPITAL, POSITION: CEO NATURE: FINL ADVISORY FIRM - DBA OF GEORGE TERLIZZI INC - RECEIVES ANNUITY COMM & IS THE PUBLIC MKTG ARM FOR REP GEORGE TERLIZZI INV REL: Y # OF HRS: 100 INV REL HRS: 80 START DATE: 09/26/2015, ADDR: 6101 Carnegie Blvd., Suite 350, Charlotte, NC 28209, DESC: FINANCIAL ADVISOR - LEAD FOR THE OFFICE - ALSO SUPERVISING ADMINISTRATIVE EMPLOYEES AND OTHER ANNUITY PRODUCERS. SALE OF FIXED INSURANCE PRODUCTS. George Terlizzi Inc d/b/a SouthPark Capital, Is Investment Related,"6101 Carnegie Blvd., Suite 350, Charlotte, NC, 28209, DBA for Insurance & Securities Business, Owner,2010-01-01,100 hours per month,100 hours per month during trading hours, Commission Compensation, Independent financial advisory firm and insurance brokerage.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-31
  • S66 Uniform Combined State Law Examination
    2015-03-31
Other Names
  • Terlizzi George

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor