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.

Current firm

ARKADIOS WEALTH ADVISORS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 23, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S63|S66

First exam

May 23, 1986

First registration

Sep 18, 2007

Dual registered

yes, broker-dealer

Other names

BURT GEIGER|BERT GEIGER|BERT GEIGER|BURWELL SPURLOCK GEIGER

IAPD individual key

1506946

• Occurred

  Sep 3, 2024
  Advisor changed firm

  Burwell Spurlock Geiger left Epg Wealth Management Llc for Arkadios Wealth Advisors (registered 2024-09-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:081298cb-b0b2-b085-82d3-de85d3ca6036

First observed

Sep 18, 2007

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.