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1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-21 |
Branch Locations
1600 Pennsylvania Avenue, Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-21 |
Branch Locations
1600 Pennsylvania Avenue, Mcdonough, GA 30253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital | Alpharetta | GA | 08/2010 | 09/2019 |
| Arkadios Capital | Atlanta | GA | 09/2019 | 03/2021 |
| Arkadios Wealth Advisors | Atlanta | GA | 09/2019 | 03/2021 |
| Independent Financial Group, Llc | San Diego | CA | 07/2022 | 07/2023 |
| Silver Birch Associates | Johns Creek | GA | 03/2021 | 07/2022 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 07/2023 | 05/2024 |
| Arete Wealth Management | Chicago | IL | 05/2024 | 10/2024 |
| Arete Wealth Advisors | Chicago | IL | 05/2024 | 10/2024 |
| Berthel, Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 10/2024 | 12/2025 |
| Bfc Planning, Inc. | Cedar Rapids | IA | 10/2024 | 12/2025 |
| Securities Management & Research, Inc. | Cedar Rapids | IA | 10/2024 | 12/2025 |
| American Global Wealth Managment | Mcdonough | GA | 08/2026 | Present |
| Cape Investment Advisory | Mcdonough | GA | 08/2026 | Present |
| Dgm Consulting | Johns Creek | GA | 01/2026 | Present |
Door Dash- N- Johns Creek, GA- Delivery service- Delivery Driver-04/2021- 25- 0- Delivery driving as an independent contractor mostly on weekends. DGM Consulting, NOT investment related, 800 Cambridge Crest Lane, Johns Creek, GA, owner of consulting and placement firm since January 2026, 35 hours per month, 4 during market hours, compensation by placement fees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-22 |
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