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Advisor at ARKADIOS WEALTH ADVISORS
ROCKWALL, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | Bd affiliated wealth | Aug 20, 2026 | n/a | yes | ROCKWALL, TX | Current employment |
| FROST INVESTMENT SERVICES | Bd affiliated wealth | Oct 1, 2025 | May 6, 2026 | no | SAN ANTONIO, TX|ROCKWALL, TX | Previous registration |
| Invesco | n/a | Dec 31, 2001 | Jul 9, 2003 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FROST INVESTMENT SERVICES | ARKADIOS WEALTH ADVISORS | May 6, 2026 | Aug 20, 2026 | 106 | Firm change | Ibd to ibd |
| Invesco | FROST INVESTMENT SERVICES | Jul 9, 2003 | Oct 1, 2025 | 8,120 | Firm change after gap | Other |