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Advisor at ARKADIOS WEALTH ADVISORS
Erie, PA
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 | Aug 17, 2022 | n/a | yes | Erie, PA | Current employment |
| KALOS MANAGEMENT | Former SEC adviser | Dec 10, 2018 | Aug 24, 2022 | no | Erie, PA|PONTE VEDRA BEACH, FL | Previous registration |
| MADISON AVENUE SECURITIES, LLC | Bd affiliated wealth | Aug 14, 2018 | Dec 7, 2018 | no | ERIE, PA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KALOS MANAGEMENT | ARKADIOS WEALTH ADVISORS | Aug 24, 2022 | Aug 17, 2022 | -7 | Firm change | Ibd to ibd |
| MADISON AVENUE SECURITIES, LLC | KALOS MANAGEMENT | Dec 7, 2018 | Dec 10, 2018 | 3 | Firm change | RIA to ibd |