Best Investors
Account
Sign in
Arkadios Wealth Advisors CRD 288863
$8.79B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Metairie | LA | 02/2014 | 06/2024 |
| Michael J Guidry Cpa | New Orleans | LA | 01/2002 | Present |
| Arkadios Capital | Atlanta | GA | 06/2024 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2024 | Present |
1. 2/26/14 - WEALTH MANAGEMENT - INV REL - FINANCIAL INSTITUTION DUTY - 10% TIME SPENT - MARKETING/TRAINING - TRUST DEPARTMENT. COORDINATING TRAINING AND SEMINAR DEVELOPMENT FOR TRUST DEPT CLIENTS AND PROSPECTS. 2. 02/26/2014 - GULF COAST WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA, 160 hours/month during securities trading hours. 3. 2/26/14 - MICHAEL J GUIDRY CPA/TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER/1%/NEW ORLEANS, LA 4. 07/08/2015 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - NOT INV REL - START 05/24/2010 - NO TIME SPENT - BRIAN C. REID (SPOUSE). 5. 1/13/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/04/20171 Hour Per Month During Securities Trading. 6)07/14/2017- Gulf Coast Wealth Management - Pullen/Guidry Wealth Management Team-investment related- At reported business location(s)- DBA for LPL Business (entity for LPL business)-start 07/11/17-Hours per month 160/hours during trading 6
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-02 |
Reach out to this advisor