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SP

Shawn M. Paulk

ARKADIOS CAPITAL
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 1963542
SP

Professional summary


Shawn Michael Paulk is a registered financial professional currently at ARKADIOS CAPITAL located in Atlanta, Georgia.

Shawn is registered as a RR (Registered Representative) and started their career in finance in 1995. Shawn has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Shawn Michael Paulk's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 29, 2025 - Present

ARKADIOS CAPITAL

Office #1: 2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
BD
CRD#: 282710
Atlanta, GA
Past

July 29, 2015 - December 31, 2022

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Denver, CO
Past

January 2, 2013 - August 3, 2015

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
MATTHEWS, NC
Past

October 4, 2010 - December 31, 2012

GRAND DISTRIBUTION SERVICES, LLC

BD
CRD#: 127700
MILWAUKEE, WI
Past

August 21, 2009 - June 1, 2010

XTON FINANCIAL LLC

BD
CRD#: 132847
NEW YORK, NY
Past

March 30, 2009 - August 20, 2009

LONGVIEW FINANCIAL GROUP, INC

BD
CRD#: 38286
NEW YORK, NY
Past

March 8, 2007 - December 31, 2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

November 19, 2001 - August 20, 2008

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
CHARLOTTE, NC
Past

May 20, 1999 - October 17, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

August 21, 1995 - June 12, 1998

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/7/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ARKADIOS CAPITAL
ARKADIOS CAPITAL | MSY SECURITIES, LLC | ARKADIOS CAPITAL, LLC

CRD#: 282710 / SEC#: , 8-69729

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Phone number
(404) 445-0035
Established
Georgia since 11/23/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARKADIOS HOLDINGS, INC.OWNER
HARRISON, JOHN DORWARDEXECUTIVE DIRECTOR2361768
MILLER, NATALIE LANEFINOP, POO, PFO5627988
MILLICAN, DAVID YANCEY IVCEO2788060
SCHWARTZ, GARY STEVENCHIEF COMPLIANCE OFFICER2691699

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARKADIOS CAPITAL

CRD#: 282710Atlanta, GA 30305

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