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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-20 |
| MA | RA | APPROVED | 2022-02-15 |
Branch Locations
Chelmsford, MA • 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 |
|---|---|---|---|---|
| Bts Asset Management, Inc. | Lexington | MA | 08/2011 | 01/2021 |
| Bts Securities Corporation | Lexington | MA | 08/2011 | 01/2021 |
| Massmutual Life Insurance Co | Boston | MA | 01/2021 | 02/2022 |
| Mml Investors Services, Llc | Boston | MA | 02/2021 | 02/2022 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 02/2022 | Present |
1) VARIOUS FIRMS. NOT INVESTMENT RELATED. RALEIGH, NC. INSURANCE AGENT; 04/2022; HRS / MONTH; LICENSED WITH VARIOUS INSURANCE COMPANIES FOR THE SALE OF THEIR PRODUCT. 2) FLICKER AND TWINKLE; NOT INVESTMENT RELATED; CHELMSFORD, MA AND VARIOUS POP UPS; BODY PRODUCTS; EVENT VENDOR; 12/05/2025; 4 HRS/MONTH; 0 HRS/MONTH DURING SECURITIES TRADING HOURS; SUPPORTING BOOTH OPERATIONS AT A HOLIDAY MARKET BY SETTING UP DISPLAYS, GREETING CUSTOMERS, PROCESSING SALES, AND MAINTAINING INVESTORY THROUGHOUT THE EVENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-26 |
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