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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-05 |
| VA | RA | APPROVED | 2026-01-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Preservation Group, Llc | Durham | NC | 12/2013 | 07/2017 |
| Quantum Capital Llc | Durham | NC | 01/2014 | 07/2017 |
| Anthem Wealth Management, Llc | Raleigh | NC | 07/2017 | 04/2020 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 04/2020 | 01/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-26 |
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