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Advisor at PEACHCAP TAX & ADVISORY, LLC
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| PEACHCAP TAX & ADVISORY, LLC | Independent wealth | Nov 12, 2020 | n/a | yes | ATLANTA, GA | Current employment |
| ARKADIOS WEALTH ADVISORS | Bd affiliated wealth | Oct 16, 2018 | May 30, 2020 | no | ATLANTA, GA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 5, 2013 | Oct 17, 2018 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| YIELDQUEST ADVISORS, LLC | Former SEC adviser | Feb 18, 2005 | Mar 4, 2013 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | PEACHCAP TAX & ADVISORY, LLC | May 30, 2020 | Nov 12, 2020 | 166 | Firm change | RIA to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | ARKADIOS WEALTH ADVISORS | Oct 17, 2018 | Oct 16, 2018 | -1 | Firm change | Other |
| YIELDQUEST ADVISORS, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Mar 4, 2013 | Feb 5, 2013 | -27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:288863:GA:2018-10-17 | Oct 17, 2018 | Oct 16, 2018 | ATLANTA, GA | Firm change |