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8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-18 |
| VA | RA | APPROVED | 2025-10-21 |
| KY | RA | APPROVED | 2025-10-20 |
| NC | RA | APPROVED | 2024-06-13 |
Branch Locations
8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northbound Executive Search | New York | NY | 08/2016 | 02/2018 |
| Unemployed | Raleigh | NC | 03/2018 | 11/2018 |
| Gordon Asset Management, Llc | Raleigh | NC | 11/2018 | 01/2019 |
| Aptus Capital Advisors, Llc | Fairhope | AL | 01/2019 | 09/2020 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 09/2020 | 12/2023 |
| Raleigh Capital Management Inc. | Cary | NC | 01/2024 | 04/2024 |
| Unemployed | Raleigh | NC | 04/2024 | 06/2024 |
| Almega Wealth Management Llc | Raleigh | NC | 06/2024 | Present |
Delivery Driver. This is a non-investment-related business. I spend approximately 15 hours per week on this activity which may coincide with securities trading hours. This activity began in October 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-13 |
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