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Advisor at ARKADIOS WEALTH ADVISORS
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 |
|---|---|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | Bd affiliated wealth | May 13, 2026 | n/a | yes | ATLANTA, GA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Nov 17, 2020 | May 4, 2026 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jul 20, 2016 | Feb 17, 2021 | no | BIRMINGHAM, AL|ATLANTA, GA|NASHVILLE, TN|ATLANTA, GA|RICHMOND, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | May 23, 2016 | no | TALLAHASSEE, FL|SARASOTA, FL|ATLANTA, GA|ATLANTA, GA|Atlanta, GA|Atlanta, GA|Birmingham, AL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | TALLAHASSEE, FL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Mar 16, 2007 | Apr 2, 2007 | no | TALLAHASSEE, FL | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Dec 18, 2000 | Mar 21, 2007 | no | OCALA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | ARKADIOS WEALTH ADVISORS | May 4, 2026 | May 13, 2026 | 9 | Firm change | Ibd to ibd |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Nov 17, 2020 | -92 | Bulk transfer | Ibd to ibd |
| MORGAN STANLEY | BB&T SECURITIES, LLC | May 23, 2016 | Jul 20, 2016 | 58 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | MORGAN STANLEY DW INC. | Mar 21, 2007 | Mar 16, 2007 | -5 | Firm change | Other |