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Advisor at ARKADIOS WEALTH ADVISORS
FORT WORTH, 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 | Jul 25, 2024 | n/a | yes | FORT WORTH, TX | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 13, 2023 | Jul 24, 2024 | no | FORT WORTH, TX | Previous registration |
| PM SQUARED FINANCIAL | n/a | Jun 24, 2022 | Jan 12, 2024 | no | FORT WORTH, TX | Previous registration |
| EDWARD JONES | National bd RIA | Apr 23, 2018 | Jun 14, 2022 | no | North Richland Hills, TX|ST LOUIS, MO|N RICHLAND HILLS, TX|FORT WORTH, TX|AZLE, TX|FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | ARKADIOS WEALTH ADVISORS | Jul 24, 2024 | Jul 25, 2024 | 1 | Firm change | Ibd to ibd |
| PM SQUARED FINANCIAL | LPL FINANCIAL LLC | Jan 12, 2024 | Sep 13, 2023 | -121 | Firm change after gap | Other |
| EDWARD JONES | PM SQUARED FINANCIAL | Jun 14, 2022 | Jun 24, 2022 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:288863:TX:2024-07-24 | Jul 24, 2024 | Jul 25, 2024 | FORT WORTH, TX | Firm change |