DFX Intelligence
Advisors
Advisors registered through Arkadios Wealth AdvisorsAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
220 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jeremy Joseph Vernor dual registrant | Arkadios Wealth Advisors BD affiliated | Angleton, Tx | Oct 4, 2021 | 21 y | 4 | 1 |
| Robert John Walczak Certified Financial Planner · dual registrant | Arkadios Wealth Advisors BD affiliated | Londonderry, Nh | Sep 2, 2025 | 18 y | 2 | 2 |
| Charles Tyler Walling dual registrant | Arkadios Wealth Advisors BD affiliated | Scottsdale, Az | Nov 9, 2023 | 12 y | 2 | 4 |
| M•••••• S•••• W•••••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Scottsdale, Az | Nov 8, 2023 | 32 y | 1 | 2 |
| R••••• B•••••• W•••••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Dunwoody, Ga | May 2, 2022 | 25 y | 3 | 1 |
| M•• S•••••• W••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Homewood, Al | May 23, 2023 | 27 y | 2 | 3 |
| J•••• W••••••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Garden City, Ny | Apr 18, 2026 | 11 y | 0 | 1 |
| N••••••• W•••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Garden City, Ny | Mar 27, 2026 | 12 y | 0 | 1 |
| C•••••• J•••• W••••• Certified Financial Planner · dual registrant | A••••••• W••••• A••••••• BD affiliated | Forest Hill, Md | Mar 31, 2026 | 37 y | 5 | 2 |
| S•••••• P•••• W•••••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Ponte Verda, Fl | Jan 1, 2025 | 11 y | 1 | 1 |
| S•••••• W•••••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Olney, Md | Aug 22, 2019 | 21 y | 2 | 1 |
| K•••• W•••••••• | A••••••• W••••• A••••••• BD affiliated | Cypress, Tx | Jan 30, 2025 | 10 y | 2 | 1 |
| L•• W••••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Rochester, Ny | Jun 4, 2024 | 11 y | 0 | 1 |
| K•• S• W••••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Atlanta, Ga | Jul 8, 2024 | 18 y | 6 | 3 |
| M••• S••••• W••••• Chartered Financial Consultant · dual registrant | A••••••• W••••• A••••••• BD affiliated | Rochester, Ny | Apr 27, 2022 | 38 y | 3 | 2 |
| R••• B•••••• W•••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Atlanta, Ga | Sep 14, 2023 | 17 y | 1 | 1 |
| R••••• N••••• Y••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Wall, Nj | Apr 30, 2019 | 16 y | 2 | 4 |
| T•••••• E••••• Z••••••• Certified Financial Planner · dual registrant | A••••••• W••••• A••••••• BD affiliated | Livonia, Mi | Aug 17, 2022 | 46 y | 1 | 1 |
| Z•••••• T••••• Z••••••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Livonia, Mi | Aug 16, 2022 | 18 y | 1 | 1 |
| H•••• M••••••• Z••• dual registrant | A••••••• W••••• A••••••• BD affiliated | Atlanta, Ga | Nov 1, 2024 | 13 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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