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 |
|---|---|---|---|---|---|
| Randolph Bernard Autrey | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2020 | May 21, 2020 |
| Matthew Dunning Pratt | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2020 | May 21, 2020 |
| William Louis Herford | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2020 | May 13, 2020 |
| Martin Hunter Mcfarlin | Kalos Management BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2020 | Jan 1, 2025 (1737 d) |
| David Steven Hyman | G.L. Smith & Associates independent RIA | Arkadios Wealth Advisors independent RIA | RIA to RIA | Nov 27, 2019 | Dec 2, 2019 |
| Charles Alexander Smith | G.L. Smith & Associates independent RIA | Arkadios Wealth Advisors independent RIA | RIA to RIA | Nov 27, 2019 | Nov 7, 2019 |
| Ke Minh Dao | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2019 | Sep 18, 2019 |
| Daniel Gerard Meehan | Kalos Management BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2019 | Oct 2, 2019 |
| Suzanne Wheeler | Realta Investment Advisors, Inc BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2019 | Aug 22, 2019 |
| Chris R. Albertson | Western Wealth Management LLC independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jul 23, 2019 | Jul 22, 2024 (1826 d) |
| James Anthony Parry | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2019 | Jul 23, 2019 |
| Jonathan Michael Rotz | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2019 | Jul 22, 2019 |
| Javier F Reyes Colon | Harbor Light Investment Advisors, LLC unclassified | Arkadios Wealth Advisors no RAUM | Other | Jun 11, 2019 | Oct 8, 2018 |
| Janet Santa Sherry | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2019 | May 6, 2019 |
| Ronald Norman York | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2019 | Apr 30, 2019 |
| Alan Stuart Berger | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2019 | May 6, 2019 |
| Patrick Warren Simpkins | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors no RAUM | Other | Mar 4, 2019 | Mar 4, 2019 |
| Diane Mcdonald Staples | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors no RAUM | Other | Mar 4, 2019 | Mar 4, 2019 |
| Robert John Walczak | Granite State Wealth Management unclassified | Arkadios Wealth Advisors BD affiliated | Other | Feb 13, 2019 | Sep 2, 2025 (2393 d) |
| Patrick Carpenter | Raymond James & Associates, Inc. national BD | Arkadios Wealth Advisors no RAUM | Other | Oct 23, 2018 | Oct 17, 2018 |
| Michael Watson Belote | Raymond James & Associates, Inc. national BD | Arkadios Wealth Advisors no RAUM | Other | Oct 23, 2018 | Oct 18, 2018 |
| David Neilson Summers | Raymond James & Associates, Inc. national BD | Arkadios Wealth Advisors no RAUM | Other | Oct 17, 2018 | Oct 18, 2018 |
| Joseph Bruce Patire | Raymond James & Associates, Inc. national BD | Arkadios Wealth Advisors no RAUM | Other | Oct 17, 2018 | Oct 17, 2018 |
| Cameron White Parkhurst | Raymond James & Associates, Inc. national BD | Arkadios Wealth Advisors no RAUM | Other | Oct 17, 2018 | Oct 16, 2018 |
| Enrique Lopez | LPL Financial LLC independent RIA | Arkadios Wealth Advisors no RAUM | Other | Aug 8, 2018 | Dec 7, 2018 (121 d) |
| Gregg S Lentz | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 29, 2018 | Jun 1, 2018 |
| Matt Porter | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 29, 2018 | Jun 1, 2018 |
| Eduardo Enrique Caso | LPL Financial LLC independent RIA | Arkadios Wealth Advisors no RAUM | RIA to a newly registered adviser | May 15, 2018 | Nov 21, 2018 (190 d) |
| Alma Leticia Villarreal | LPL Financial LLC independent RIA | Arkadios Wealth Advisors no RAUM | RIA to a newly registered adviser | May 14, 2018 | Nov 9, 2018 (179 d) |
| Dale Clayton Farmer | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 7, 2018 | May 15, 2018 |
| Stanley Lewandoski | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 2, 2018 | Apr 4, 2018 |
| Jason Corey Griggs | Acg Wealth Inc. independent RIA | Arkadios Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 2, 2018 | Mar 28, 2018 |
| Michael Joseph Sievert | Triad Advisors, LLC BD affiliated | Arkadios Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 8, 2018 | Feb 28, 2018 |
| Jayson Hans Jay | Harvest Wealth Advisors Inc no RAUM | Arkadios Wealth Advisors BD affiliated | Other | Dec 31, 2016 | Dec 7, 2021 (1802 d) |
| Michael Conrad Kunzler | Northwestern Mutual Investment Services,LLC no RAUM | Arkadios Wealth Advisors BD affiliated | Other | Sep 14, 2016 | Mar 3, 2026 (3457 d) |
| Paulo M Aguilar | Msi Financial Services, Inc. other | Arkadios Wealth Advisors BD affiliated | Other | Feb 13, 2012 | May 6, 2024 (4466 d) |
| Curtis Wayne Campbell | Private Wealth Group, LLC other | Arkadios Wealth Advisors BD affiliated | Other | Apr 12, 2004 | Jan 4, 2022 (6476 d) |
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217 moves match.