Gregg S Lentz

Current Employers

Arkadios Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2018-06-01

WI RA
APPROVED

Since 2018-06-01

Branch Locations

West End , WI • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Triad Advisors, Inc.	Norcross	GA	01/2016	05/2018
Arkadios Capital	Atlanta	GA	05/2018	Present
Arkadios Wealth Advisors	Atlanta	GA	05/2018	Present

01/2016 → 05/2018

Triad Advisors, Inc.

Norcross, GA
05/2018 → Present

Arkadios Capital

Atlanta, GA
05/2018 → Present

Arkadios Wealth Advisors

Atlanta, GA

Previous Registrations

2016-01-11 → 2018-05-29

Triad Advisors Llc

Waukesha, WI

Atlanta, GA

Waukesha, WI
2013-01-23 → 2016-02-02

Investors Capital Corp.

Waukesha, WI

Lynnfield, MA

Lynnfield, MA
2008-03-05 → 2013-02-15

Questar Asset Management, Inc.

Minneapolis, MN

Other Businesses

1) Gregg S Lentz & Associates; not investment related; Private residence; fixed insurance & annuities; agent; 6/1987;10 hrs/month;5 hrs during trading; create solutions for clients in need of fixed insurance or annuities

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-29
S63	Uniform Securities Agent State Law Examination	1987-08-10

S65 Uniform Investment Adviser Law Examination

1999-12-29
S63 Uniform Securities Agent State Law Examination

1987-08-10

Designations

Other Names

Gregg Scott Lentz

View on SEC IAPD