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Advisor at ARKADIOS WEALTH ADVISORS
Mankato, MN
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 30, 2021 | n/a | yes | Mankato, MN | Current employment |
| TRIAD ADVISORS, LLC | Former SEC adviser | Jan 2, 2015 | May 5, 2021 | no | MANKATO, MN|Mankato, MN|ATLANTA, GA|Mankato, MN | Previous registration |
| DAI WEALTH, LLC | Independent wealth | Dec 19, 2013 | Dec 31, 2014 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIAD ADVISORS, LLC | ARKADIOS WEALTH ADVISORS | May 5, 2021 | Apr 30, 2021 | -5 | Firm change | Ibd to ibd |
| DAI WEALTH, LLC | TRIAD ADVISORS, LLC | Dec 31, 2014 | Jan 2, 2015 | 2 | Firm change | Other |