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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-30 |
| PA | RA | APPROVED | 2023-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co/Polaris Advisors | Camp Hill | PA | 02/2021 | 09/2021 |
| Mml Investors Services | Camp Hill | PA | 02/2021 | 09/2021 |
| Polaris Advisors | Camp Hill | PA | 05/2019 | 08/2019 |
| Titleist Golf Company | Fairhaven | MA | 04/2015 | 09/2018 |
| Pine Brook Country Club | Weston | MA | 04/2019 | 06/2019 |
| Eastward Ho Golf Club | Chatham | MA | 05/2020 | 09/2020 |
| Unemployed | Mechanicsburg | PA | 09/2020 | 02/2021 |
| Bentley University | Waltham | MA | 08/2016 | 05/2020 |
| Lpl Financial, Llc | Camp Hill | PA | 09/2021 | 10/2023 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 10/2023 | Present |
| Private Client Services | Raleigh | NC | 11/2023 | Present |
1) Guardian Wealth Advisors. 4270 The Circle at the North Hills Street, Suite 200, Raleigh, NC 27609. RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
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