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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)34 years in industry

JAMES ANTHONY PARRY

Advisor at ARKADIOS WEALTH ADVISORS

Frisco, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6e9a4739-a74e-2664-615a-cf86b1a2eb6c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Oct 8, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Oct 8, 1991
First registration: Mar 6, 2001
Dual registered: yes, broker-dealer
Other names: JIM PARRY|JAMES ANTHONY PARRY|JIM PARRY
IAPD individual key: 1877092

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARKADIOS WEALTH ADVISORS	Bd affiliated wealth	Jul 23, 2019	n/a	yes	Frisco, TX	Current employment
TRIAD ADVISORS, LLC	Former SEC adviser	Aug 1, 2016	Jul 22, 2019	no	Frisco, TX\|ATLANTA, GA\|Frisco, TX	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Feb 7, 2003	Aug 1, 2016	no	FRISCO, TX\|OKLAHOMA CITY, OK\|WORDEN, IL\|FRISCO, TX\|DALLAS, TX\|OKLAHOMA CITY, OK\|OVERLAND PARK, KS\|OVERLAND PARK, KS	Previous registration
THE MASTERS, INC.	n/a	Mar 6, 2001	Feb 7, 2003	no	ADDISON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIAD ADVISORS, LLC	ARKADIOS WEALTH ADVISORS	Jul 22, 2019	Jul 23, 2019	1	Firm change	Ibd to RIA
VSR ADVISORY SERVICES	TRIAD ADVISORS, LLC	Aug 1, 2016	Aug 1, 2016	0	Firm change	Other
THE MASTERS, INC.	VSR ADVISORY SERVICES	Feb 7, 2003	Feb 7, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
25803:288863:TX:2019-07-22	Jul 22, 2019	Jul 23, 2019	FRISCO, TX	Firm change
14503:25803:KS:2016-08-01	Aug 1, 2016	Aug 1, 2016	OVERLAND PARK, KS	Firm change

Relationships

Registered with (4)

→ ARKADIOS WEALTH ADVISORSRegistered adviserregistration: current employment
Jul 23, 2019 to presentfactForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 1, 2016 to Jul 22, 2019factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 7, 2003 to Aug 1, 2016factForm ADV
→ THE MASTERS, INC.Registered adviserregistration: previous registration
Mar 6, 2001 to Feb 7, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e9a4739-a74e-2664-615a-cf86b1a2eb6c
First observed: Mar 6, 2001
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.

JAMES ANTHONY PARRY

Advisor at ARKADIOS WEALTH ADVISORS

Frisco, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6e9a4739-a74e-2664-615a-cf86b1a2eb6c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ARKADIOS WEALTH ADVISORS

Bd affiliated wealth

Jul 23, 2019

n/a

yes

Frisco, TX

Current employment

TRIAD ADVISORS, LLC

Former SEC adviser

Aug 1, 2016

Jul 22, 2019

Frisco, TX|ATLANTA, GA|Frisco, TX

Previous registration

VSR ADVISORY SERVICES

Former SEC adviser

Feb 7, 2003

Aug 1, 2016

Previous registration

THE MASTERS, INC.

n/a

Mar 6, 2001

Feb 7, 2003

ADDISON, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRIAD ADVISORS, LLC

ARKADIOS WEALTH ADVISORS

Jul 22, 2019

Jul 23, 2019

Firm change

Ibd to RIA

VSR ADVISORY SERVICES

TRIAD ADVISORS, LLC

Aug 1, 2016

Firm change

Other

THE MASTERS, INC.

VSR ADVISORY SERVICES

Feb 7, 2003

Bulk transfer

Other

Team

Left

Joined

From

Kind

25803:288863:TX:2019-07-22

Jul 22, 2019

Jul 23, 2019

FRISCO, TX

Firm change

14503:25803:KS:2016-08-01

Aug 1, 2016

OVERLAND PARK, KS

Firm change