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JW

Jordan D. Whitacre

Some features on this profile are disabled
CRD#: 5828900
JW

Professional summary

Jordan David Whitacre was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jordan is a previously registered financial professional and started their career in finance in 2011. Prior to being barred, Jordan had worked at 4 firms, which includes ARKADIOS CAPITAL, WEALTH MANAGEMENT ADVISORS LLC, TRIAD ADVISORS LLC, THE INVESTMENT CENTER INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jordan D Whitacre

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 2, 2021 - August 13, 2021

ARKADIOS CAPITAL

BD
CRD#: 282710
Anderson, SC
Past

May 21, 2014 - August 13, 2021

WEALTH MANAGEMENT ADVISORS, LLC

RIA
CRD#: 171260
ANDERSON, SC
Past

May 19, 2014 - April 5, 2021

TRIAD ADVISORS LLC

BD
CRD#: 25803
Anderson, SC
Past

September 12, 2011 - May 19, 2014

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
ANDERSON, SC

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
IAR
Series 65
Date: 5/30/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/4/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/9/2011
Investment Company Products/Variable Contracts Representative Examination

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#: 282710

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