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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-12 |
Branch Locations
3211 Shannon Rd Suite 410, Durham, NC 27707 • United States
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordon Asset Mgmt | Durham | NC | 10/2005 | 12/2018 |
| Aptus Capital Advisors, Llc | Fairhope | AL | 01/2019 | 05/2022 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 05/2022 | Present |
1 - CDK CAPITAL CORP.; POSITION: PRESIDENT; ADDRESS: 4270 THE CIRCLE AT NORTH HILLS SUITE 200 RALEIGH, NC 27609; START DATE: DECEMBER, 2016; CORPORATION OWNS SHARES IN GUARDIAN WEALTH PARTNERS.; 0 HOURS PER MONTH DURING MARKET HOURS; NO OTHER BUSINESS IS CONDUCTED THROUGH CDK CAPITAL CORP. 2 - 3616 SHANNON ROAD, LLC; NOT INVESTMENT RELATED; REAL ESTATE HOLDING, BUILDING OWNER; 04/2022; 2 HRS/MONTHOUTSIDE TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-13 |
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