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Advisor at ARKADIOS WEALTH ADVISORS
Scottsdale, AZ
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 | Apr 9, 2025 | n/a | yes | Scottsdale, AZ | Current employment |
| TRANSCE3ND LLC | Independent wealth | Jul 26, 2023 | Apr 8, 2025 | no | BUDA, TX|Scottsdale, AZ | Previous registration |
| WEALTH STRATEGIES ADVISORY GROUP | n/a | Feb 1, 2023 | Nov 1, 2023 | no | SCOTTSDALE, AZ | Previous registration |
| REALTA INVESTMENT ADVISORS, INC | Bd affiliated wealth | Aug 4, 2021 | Dec 20, 2023 | no | ALISO VIEJO, CA|SCOTTSDALE, AZ|WILMINGTON, DE|SCOTTSDALE, AZ | Previous registration |
| CENTER STREET ADVISORS, INC. | Former SEC adviser | Jan 24, 2018 | Jul 21, 2021 | no | Rancho Santa Margarita, CA|NASHVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSCE3ND LLC | ARKADIOS WEALTH ADVISORS | Apr 8, 2025 | Apr 9, 2025 | 1 | Firm change | RIA to ibd |
| REALTA INVESTMENT ADVISORS, INC | WEALTH STRATEGIES ADVISORY GROUP | Dec 20, 2023 | Feb 1, 2023 | -322 | Firm change after gap | Other |
| WEALTH STRATEGIES ADVISORY GROUP | TRANSCE3ND LLC | Nov 1, 2023 | Jul 26, 2023 | -98 | Firm change after gap | Other |
| CENTER STREET ADVISORS, INC. | REALTA INVESTMENT ADVISORS, INC | Jul 21, 2021 | Aug 4, 2021 | 14 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 308173:317745:AZ:2023-11-01 | Nov 1, 2023 | Jul 26, 2023 | SCOTTSDALE, AZ | Firm change after gap |