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Advisor at ARKADIOS WEALTH ADVISORS
Berwyn, 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 | May 6, 2021 | n/a | yes | Berwyn, PA | Current employment |
| OSAIC FA, INC. | Former SEC adviser | Jun 13, 2014 | May 10, 2021 | no | BERWYN, PA | Previous registration |
| NEWSQUARE CAPITAL, LLC | Independent wealth | Nov 8, 2010 | Sep 16, 2014 | no | NEWTOWN SQUARE, PA | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Sep 4, 2007 | Jun 18, 2014 | no | NEWTOWN SQUARE, PA|NEWTOWN SQUARE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FA, INC. | ARKADIOS WEALTH ADVISORS | May 10, 2021 | May 6, 2021 | -4 | Firm change | Ibd to ibd |
| NEWSQUARE CAPITAL, LLC | OSAIC FA, INC. | Sep 16, 2014 | Jun 13, 2014 | -95 | Firm change after gap | Other |
| NEW ENGLAND SECURITIES CORPORATION | NEWSQUARE CAPITAL, LLC | Jun 18, 2014 | Nov 8, 2010 | -1,318 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3978:288863:PA:2021-05-06 | May 10, 2021 | May 6, 2021 | BERWYN, PA | Firm change |