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Blair David Koblenz

Arkadios Capital

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About Blair David Koblenz

Blair Koblenz is a financial professional with over 25 years of experience in the industry. Blair is currently registered with Arkadios Capital and has a Series 63 license and a Series 24 principal license. Blair's previous experience includes working with M Stevens Securities, LLC, Roka Capital Distributors, LLC, Cole Capital Corporation and Stiteler Investments, Inc. Blair holds a variety of other licenses including Series 6, Series 22, Series 39, and Series 62.

Firm Information

Blair Koblenz is currently registered with Arkadios Capital. Arkadios Capital is a Limited Liability Company that was formed in 2015 and is registered in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Blair Koblenz’s Registration & Firm History

GA

04/01/2024 - Present

Arkadios Capital (Atlanta GA)

CA

11/30/2021 - 04/04/2022

M STEVENS SECURITIES, LLC (IRVINE CA)

GA

05/24/2017 - 12/06/2019

ARKADIOS CAPITAL (Atlanta GA)

AZ

02/27/2015 - 09/17/2015

ROKA CAPITAL DISTRIBUTORS, LLC (Scottsdale AZ)

AZ

10/03/1995 - 01/06/2011

COLE CAPITAL CORPORATION (PHOENIX AZ)

NA

08/02/1988 - 08/03/1995

STITELER INVESTMENTS, INC.

NA

08/14/1986 - 12/08/1987

ERNST, DIESSNER SECURITIES CORP.

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Licenses & Designations

BC

Issued 12/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2014

Series 24 - General Securities Principal Examination

BC

Issued 08/22/1986

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2014

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 06/28/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/13/1986

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blair David Koblenz.
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