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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-06 |
| NC | RA | APPROVED | 2025-01-05 |
Branch Locations
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
9850 Nicholas St. Suite 350, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Omaha | NE | 08/1998 | 10/2020 |
| Raymond James Financial Services Advisors, Inc | Omaha | NE | 01/2009 | 10/2020 |
| Wealthshield Partners, Llc | Cary | NC | 10/2020 | 07/2021 |
| Org Partners, Llc | Omaha | NE | 07/2021 | 01/2025 |
| Guardian Wealth Advisors | Raleigh | NC | 01/2025 | Present |
1) Name of Business: Nathan LeGrand; Address: Omaha, NE; Nature of the Business: Insurance sales; Position/Title: Insurance agent; Investment related; Start Date: 09/1995; 10 hours weekly, 5 during trading hours 2) Name of Business: N&D Enterprises, LLC; Address: Omaha, NE; Nature of the Business: Rental Real Estate; Position/Title: Rental Real Estate; Investment Related; Start Date: 06/01/2018; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Manager/Officer of LLC. 3)CenterPoint Financial Group; Not Investment Related; Start date: 01/2001: Omaha, NE; President; Support company/pay bills; 40 hours per week; 5 hours during trading hours 4)Papillion Community Schools Foundation Board Member. Address: Omaha, NE; Not Investment Related; No hours spent during trading Hours. Start Date: 1/1/2023. 5) Lecats, LLC. Address: Omaha, NE. Not Investment Related. LLC owns a rental property. No hours spent during trading hours 6) LeGrand 5, LLC is a holding company for some of Mr. LeGrands personal investments and Real Estate Holdings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-06 |
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