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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-03 |
| PA | RA | APPROVED | 2022-09-27 |
Branch Locations
208 East Bayfront Parkway, Suite 202, Erie, PA 16507 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Madison Avenue Securities, Inc. | Erie | PA | 01/2006 | 12/2018 |
| Tbaer Financial, Inc. | Erie | PA | 12/2007 | Present |
| Kalos Capital | Alpharetta | GA | 12/2018 | 08/2022 |
| Kalos Management | Alpharetta | GA | 12/2018 | 08/2022 |
| Arkadios Capital | Atlanta | GA | 08/2022 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 09/2022 | Present |
TBAER WEALTH MANAGEMENT; INVESTMENT-RELATED: YES; 208 E BAYFRONT PKWY #202, ERIE PA 16507; OWNER/AGENT; SALES OF LIFE INSURANCE, LTC, FIXED ANNUITIES AND FIXED INDEX ANNUITIES; 12/2007; 80% OF TIME. NAME:RENTAL PROPERTY; INV RELATED:NO; ADDRESS:7650 EXCITEMENT DRIVE KISSIMMEE, FL 34747; NATURE:RENT OUT HOUSE WHERE 2ND HOME IS LOCATED; POSITION:OWNER/LANDLORD; START DATE:07/15/2016; HOURS/MONTH:0; TRADING HOURS/MONTH:0; DUTIES:NONE, MANAGEMENT COMPANY HANDLES RENTALS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-15 |
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