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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-20 |
| SC | RA | APPROVED | 2024-02-20 |
| TX | RA | APPROVED | 2014-10-18 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
1508 Weiskopf Loop, Round Rock, TX 78664 • United States
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 |
|---|---|---|---|---|
| Guardian Financial Wealth Management | Round Rock | TX | 12/2009 | Present |
| 3 Mentors | Atlanta | GA | 12/2009 | Present |
| Alternative Design Mlcds | San Diego | CA | 02/2010 | Present |
| Fmt Solutions | Lake Oswego | OR | 01/2013 | Present |
| Portfolio Medics, Llc | Bonita Springs | FL | 10/2014 | Present |
| Premier Medicare Solutions, Inc. | Round Rock | TX | 08/2017 | Present |
OWNER OF GUARDIAN FINANCIAL WEALTH MANAGEMENT IN AUSTIN, TX SINCE DEC 2009 WHERE DEVOTES 200 HRS PER MONTH. SELLS INSURANCE THROUGH 3 MENTORS OF ATLANTA, GA AS AN AGENT SINCE DEC 2009 WHERE DEVOTES 160 HRS PER MONTH (INVESTMENT RELATED). AGENT FOR ALTERNATIVE DESIGN MLCDS OF SAN DIEGO, CA SINCE FEB 2010 WHERE DEVOTES 4 HRS PER MONTH (INVESTMENT RELATED). INSTRUCTOR FOR FMT SOLUTIONS OF LAKE OSWEGO, OR SINCE JAN 2013 WHERE DEVOTES 8 HRS PER MONTH. The Society for Financial Awareness, SOFA Austin, Investment-Related, 1111 North IH 35, Ste 206, Round Rock, TX, 78664, Financial Education Workshops, Austin, Chapter President, 06/2016, 10 hrs/month, Provides financial education workshops Premier Medicare Solutions, Inc. - President - Investment-Related - 2851 Joe DiMaggio Blvd, Suite 3, Round Rock, Texas 78665 - Medicare insurance sales - 08/2017 - 30-40 hrs/month - Oversight of medicare sales by other licensed insurance agents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-09 |
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