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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 03/2010 | 05/2022 |
| Gordon Asset Management, Llc | Durham | NC | 12/2015 | 01/2019 |
| Aptus Capital Advisors, Llc | Fairhope | AL | 01/2019 | 05/2022 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 05/2022 | Present |
| Private Client Services | Raleigh | NC | 05/2022 | Present |
1) Life insurance agent. 1004 Westwood Dr, Raleigh, NC 27607. <1 hr/mo;<1 hr during trading hrs. 2) Guardian Wealth Advisors. 4270 The Circle at North Hills Drive, Suite 200, Raleigh, NC 27609. RIA. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-03 |
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