DFX Intelligence
Advisor moves
Arrivals at Arkadios Wealth Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Iain Lesslie Chase Brackstone | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 19, 2022 |
| Bernard Philip Mcvey | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 16, 2022 |
| Patrick Arthur Strubbe | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 11, 2022 |
| Jason James Mosher | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 17, 2022 |
| Jeffery Larry Akers | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 16, 2022 |
| Zachary Taylor Zimcosky | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 16, 2022 |
| Alexander Joseph Monk | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 17, 2022 |
| John Amirault Farley | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 19, 2022 |
| Matthew Terry | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 16, 2022 |
| Andrew Thomas Hackworth | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Oct 5, 2022 |
| Timothy Edward Zimcosky | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2022 | Aug 17, 2022 |
| Philip Simone | Wescott Financial Advisory Group LLC independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 15, 2022 | Jul 16, 2025 (1035 d) |
| Curvin Elwood Miller | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2022 | Sep 14, 2022 |
| Andrea Kaye Doller | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2022 | Sep 14, 2022 |
| William Burke | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2022 | Sep 14, 2022 |
| Erik William Hagstrom | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2022 | Sep 14, 2022 |
| Michael R Baer | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 24, 2022 | Aug 17, 2022 |
| Scott R Brown | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2022 | Aug 29, 2022 |
| Janet Long Correll | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2022 | Aug 19, 2022 |
| Steven Michael Grubner | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2022 | Aug 19, 2022 |
| Jonathan Hogan | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2022 | Aug 19, 2022 |
| Robert Burdick Warnock | Wells Fargo Advisors wirehouse | Arkadios Wealth Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 5, 2022 | May 2, 2022 |
| Thomas Fuller Lance | Wells Fargo Advisors wirehouse | Arkadios Wealth Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 5, 2022 | May 2, 2022 |
| Matthew Mcduffie Roberts | Wells Fargo Advisors wirehouse | Arkadios Wealth Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 5, 2022 | May 2, 2022 |
| Paul Judson Pilcher | Mfs Institutional Advisors Inc. other | Arkadios Wealth Advisors BD affiliated | Other | Apr 29, 2022 | Apr 26, 2022 |
| Mark Steven Wilson | MML Investors Services, LLC BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2022 | Apr 27, 2022 |
| Steven Cody Smith | Commonwealth Financial Network national BD | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2022 | Jan 12, 2023 (266 d) |
| Patrick Joseph Lynch | Securities America Advisors, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2022 | Mar 4, 2022 |
| Steve James Markey | Securities America Advisors, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2022 | Mar 4, 2022 |
| Scott James Langham | Securities America Advisors, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 1, 2022 | Jan 10, 2022 |
| Scott Alan Berg | Resource Investment Architects, Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Dec 9, 2021 |
| John Hooper Mckee | Resource Investment Architects, Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jul 30, 2021 |
| Michael Kim Chrysler | Resource Investment Architects, Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jan 8, 2022 |
| Jon Cody Olson | Resource Investment Architects, Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Dec 7, 2021 |
| Michael Jerome Lickiss | Resource Investment Architects, Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Dec 6, 2021 |
| Aaron Richard Squires | Resource Investment Architects, Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jan 21, 2022 |
| Kyle Max Stodtmeister | Resource Investment Architects, Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jan 21, 2022 |
| Richard Michael Reasoner | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 30, 2021 | Jan 12, 2022 (43 d) |
| Robert Allen Douglass | J.P. Morgan Securities LLC wirehouse | Arkadios Wealth Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 17, 2021 | Nov 16, 2021 |
| Ricky Randon Moore | Sagepoint Financial, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2021 | Oct 11, 2021 |
| James Lee Rodgers | Sagepoint Financial, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Oct 4, 2021 |
| Jeremy Joseph Vernor | Sagepoint Financial, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Oct 4, 2021 |
| Shelby Dean Moore | Sagepoint Financial, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Oct 4, 2021 |
| Nolan Ginsberg | Sagepoint Financial, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2021 | Oct 4, 2021 |
| Benjamin Carney Bateman | Osaic Fa, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 11, 2021 | May 5, 2021 |
| Bryan R Cogliano | Osaic Fa, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2021 | May 6, 2021 |
| Frank B Hanna | Osaic Fa, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2021 | May 5, 2021 |
| Matthew Bradley Brozik | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2021 | Apr 30, 2021 |
| David Yancey Millican | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors no RAUM | Other | Apr 27, 2021 | Jul 21, 2017 |
| Stephen John Ferencik | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors independent RIA | RIA to RIA | Mar 22, 2021 | Apr 7, 2020 |
| Scott Mcquilken | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors independent RIA | RIA to RIA | Feb 23, 2021 | Feb 3, 2021 |
| Adam Scott Weiner | Centaurus Financial, Inc. BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2021 | Feb 17, 2021 |
| Mark Hearne Tucker | Tucker Investment Counsel unclassified | Arkadios Wealth Advisors independent RIA | Other | Dec 18, 2020 | Aug 21, 2020 |
| Jonathan Drew Keller | Sagepoint Financial, Inc. BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Feb 19, 2021 (98 d) |
| Blayne Allen Andersen | Spc BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2020 | Oct 14, 2020 |
| Douglas William Aumont | Spc BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2020 | Oct 13, 2020 |
| David James Matulewicz | Osaic Advisory Services, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2020 | Jun 30, 2020 |
| Brian Jeffry Stephenson | Osaic Advisory Services, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2020 | Jun 30, 2020 |
| Terry Boyd Domm | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2020 | Jun 2, 2020 |
| Mark Arnold Dorsett | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2020 | May 21, 2020 |
217 moves match.