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STEVE JAMES MARKEY
CRD#: 2591317
IA
Investment Adviser
B
Broker
ARKADIOS WEALTH ADVISORSCRD#: 288863 1100 NE Loop 410 Suite 300
San Antonio, TX 78209
ARKADIOS CAPITALCRD#: 282710 1100 NE Loop 410 Suite 300
San Antonio, TX 78209
Registration History
19952000200520102015202020252 FIRMS1995 - 1996 (1 year)2 FIRMS1998 - 2006 (7 years)2 FIRMS2006 - 2020 (14 years)2 FIRMS2020 - 2022 (1 year)2 FIRMS2022 - Present (2 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)1996 - 2006 (9 years)BFIRST FINANCIAL INVESTMENT SEC... (CRD# 40418)1996 - 1998 (2 years)
Disclosure(s)
View By:
12/2/1997
Customer Dispute
Closed-No Action
License(s)

State Registrations

B
Arizona 3/4/2022

B
New York 1/13/2023

B
Arkansas 1/13/2023

B
Oregon 1/13/2023

B
California 3/4/2022

B
Texas 3/4/2022

B
Colorado 3/4/2022

IA
Texas 3/4/2022

B
Florida 1/13/2023

B
Washington 3/4/2022

B
Massachusetts 1/13/2023

IA
Washington 3/4/2022

B
Michigan 3/4/2022

B
Wisconsin 1/13/2023

B
New Jersey 3/4/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ARKADIOS WEALTH ADVISORS (CRD#:288863)
1100 NE Loop 410 Suite 300, San Antonio, TX 78209
Registered with this firm since 3/4/2022

B
ARKADIOS CAPITAL (CRD#:282710)
1100 NE Loop 410 Suite 300, San Antonio, TX 78209
Registered with this firm since 3/4/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/17/2020 - 03/04/2022 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) SAN ANTONIO, TX
B
07/17/2020 - 03/04/2022 SECURITIES AMERICA, INC. (CRD#:10205) SAN ANTONIO, TX
IA
08/01/2006 - 07/17/2020 INVESTACORP ADVISORY SERVICES INC (CRD#:109011) SAN ANTONIO, TX
B
07/20/2006 - 07/17/2020 INVESTACORP, INC. (CRD#:7684) SAN ANTONIO, TX
IA
09/25/1998 - 08/02/2006 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SAN ANTONIO, TX
B
09/24/1998 - 08/02/2006 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SAN ANTONIO, TX
B
08/08/1996 - 06/05/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) SAN ANTONIO, TX
B
07/01/1996 - 11/16/1998 FIRST FINANCIAL INVESTMENT SECURITIES, INC. (CRD#:40418) AUSTIN, TX
B
04/13/1995 - 07/02/1996 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978)
B
04/13/1995 - 07/02/1996 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580)
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.