JP
Joseph B. Patire
ARKADIOS WEALTH ADVISORS
HOOSICK FALLS, NY
Some features on this profile are disabled
CRD#: 3073133
JP
Professional summary
Joseph Bruce Patire, who also goes by Joseph B Patire, Joseph Bruce Patre, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Hoosick Falls, New York and ARKADIOS CAPITAL located in Atlanta, Georgia.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Joseph has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, Series 62, SIE, Series 7, Series 24 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph B Patire | Joseph Bruce Patre
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.
1. Hoosick Falls Central School District, Investment Related: No Address: Hoosick Falls, NY, Nature of the Business: School District, Position/Title: Board Member, Start Date: 07/2016, Hours per month devoted to this business: 10, Hours per month devoted to this business during trading hours: 0 2. Patire Holdings, LLC, Investment related, Address: Hoosick Falls, NY, Nature of the Business: Financial Advisory/pass through, Position/Title: MD, Owner, Hours per month devoted to this business: 5, Hours per month devoted to this business during trading hours: 0 3. DJRCSM, LLC, Investment Related, Address: Atlanta GA, Nature of the Business: Financial Advisory/Pass through, Position/Title: Managing Director/Financial Advisory work, Start Date: 10/2018, Hours per month devoted to this business: 5, Hours per month devoted to this business during trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Bruce Patire's 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®
NoneExperience
Current
October 16, 2018 - Present
ARKADIOS WEALTH ADVISORS
RIA
CRD#: 288863
HOOSICK FALLS, NY
Current
October 16, 2018 - Present
ARKADIOS CAPITAL
Office #1: 2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305BD
CRD#: 282710
Atlanta, GA
Past
February 13, 2013 - October 17, 2018
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ATLANTA, GA
Past
February 13, 2013 - October 17, 2018
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ATLANTA, GA
Past
September 20, 2010 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
ATLANTA, GA
Past
September 1, 2010 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
ATLANTA, GA
Past
August 4, 2005 - September 30, 2010
YIELDQUEST SECURITIES, LLC
BD
CRD#: 135041
ATLANTA, GA
Past
November 10, 2004 - September 30, 2010
YIELDQUEST ADVISORS, LLC
RIA
CRD#: 132230
ATLANTA, GA
Past
September 17, 2004 - November 10, 2004
REGISTER FINANCIAL ASSOCIATES, INC.
RIA
CRD#: 30568
ATLANTA, GA
Past
June 21, 2004 - October 4, 2005
REGISTER FINANCIAL ASSOCIATES, INC.
BD
CRD#: 30568
ATLANTA, GA
Past
September 6, 2001 - July 1, 2004
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
October 1, 1999 - September 20, 2001
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
September 8, 1998 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
BD
CRD#: 6124
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/11/2023)
RR
Alaska(8/11/2023)
RR
Arizona(8/11/2023)
RR
Arkansas(8/11/2023)
RR
California(10/16/2018)
RR
Colorado(10/16/2018)
RR
Connecticut(8/11/2023)
RR
Delaware(8/11/2023)
RR
Florida(10/16/2018)
RR
Georgia(10/16/2018)
IAR
Georgia(10/17/2018)
RR
Illinois(10/16/2018)
RR
Indiana(10/16/2018)
RR
Kansas(8/11/2023)
RR
Louisiana(8/11/2023)
RR
Maryland(8/11/2023)
RR
Massachusetts(6/7/2022)
RR
Michigan(8/11/2023)
RR
Minnesota(8/3/2023)
RR
Missouri(8/11/2023)
RR
Nebraska(8/11/2023)
RR
Nevada(8/11/2023)
RR
New Jersey(6/7/2022)
RR
New Mexico(8/11/2023)
RR
New York(10/16/2018)
IAR
New York(9/12/2024)
RR
North Carolina(8/11/2023)
RR
Ohio(6/8/2022)
RR
Oregon(8/11/2023)
RR
Pennsylvania(10/16/2018)
RR
South Carolina(8/11/2023)
RR
Tennessee(8/11/2023)
RR
Texas(10/16/2018)
RR
Utah(6/7/2022)
RR
West Virginia(8/11/2023)
RR
Wisconsin(8/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
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.
