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Richard Oren Artzi
RICH ARTZI
CRD#: 2955145
IA
Investment Adviser
B
Broker
EPG WEALTH MANAGEMENT LLCCRD#: 302075 309 EAST PACES FERRY RD NE
STE 900
ATLANTA, GA 30305
ARKADIOS CAPITALCRD#: 282710 309 EAST PACES FERRY ROAD
Suite 900
Atlanta, GA 30305
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2001 - 2002 (1 year)IAEPG WEALTH MANAGEMENT LLC (CRD# 302075)2019 - Present (5 years)BARKADIOS CAPITAL (CRD# 282710)2017 - Present (8 years)BTRIAD ADVISORS, INC. (CRD# 25803)2012 - 2017 (4 years)BCUNA BROKERAGE SERVICES, INC. (CRD# 13941)2002 - 2012 (9 years)BDECLARATION DISTRIBUTORS, INC. (CRD# 25401)2000 - 2000 (<1 year)BDEAN WITTER REYNOLDS INC. (CRD# 7556)1997 - 1999 (2 years)IAACG WEALTH INC. (CRD# 150419)2012 - 2021 (9 years)IACUNA BROKERAGE SERVICES, INC. (CRD# 13941)2003 - 2012 (9 years)
License(s)

State Registrations

B
Alabama 6/20/2017

B
Minnesota 3/19/2021

B
California 9/4/2020

B
Oklahoma 1/3/2023

B
Florida 1/23/2017

B
South Carolina 1/23/2017

IA
Florida 9/26/2022

B
Tennessee 1/3/2023

B
Georgia 1/23/2017

B
Texas 2/22/2017

IA
Georgia 6/20/2019

IA
Texas 6/11/2019

B
Kentucky 1/23/2017

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EPG WEALTH MANAGEMENT LLC (CRD#:302075)
309 EAST PACES FERRY RD NE STE 900, ATLANTA, GA 30305
Registered with this firm since 6/11/2019

B
ARKADIOS CAPITAL (CRD#:282710)
309 EAST PACES FERRY ROAD Suite 900, Atlanta, GA 30305
Registered with this firm since 1/23/2017

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/11/2012 - 11/30/2021 ACG WEALTH INC. (CRD#:150419) Atlanta, GA
B
04/03/2012 - 01/23/2017 TRIAD ADVISORS, INC. (CRD#:25803) ATLANTA, GA
IA
02/05/2003 - 04/02/2012 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) MARIETTA, GA
B
08/07/2002 - 04/02/2012 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) MARIETTA, GA
B
04/26/2001 - 07/11/2002 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
B
04/26/2001 - 07/11/2002 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
B
07/11/2000 - 10/26/2000 DECLARATION DISTRIBUTORS, INC. (CRD#:25401) BALTIMORE, MD
B
11/28/1997 - 11/23/1999 DEAN WITTER REYNOLDS INC. (CRD#:7556) PURCHASE, NY
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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.