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Advisor at ARKADIOS WEALTH ADVISORS
Cypress, TX
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 | Jan 30, 2025 | n/a | yes | Cypress, TX | Current employment |
| TRB WEALTH MANAGEMENT, LLC | Other adviser | Jul 23, 2020 | Feb 5, 2025 | no | Lakeway, TX|HOUSTON, TX | Previous registration |
| OBS FINANCIAL | Former SEC adviser | Aug 16, 2019 | Mar 31, 2021 | no | CONCORD, CA|MCALLEN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRB WEALTH MANAGEMENT, LLC | ARKADIOS WEALTH ADVISORS | Feb 5, 2025 | Jan 30, 2025 | -6 | Firm change | RIA to ibd |
| OBS FINANCIAL | TRB WEALTH MANAGEMENT, LLC | Mar 31, 2021 | Jul 23, 2020 | -251 | Firm change after gap | RIA to new firm |