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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-20 |
| NE | RA | APPROVED | 2025-01-13 |
Branch Locations
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
9850 Nicholas St., Omaha, NE 68114 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Omaha | NE | 05/2015 | 04/2019 |
| Raymond James Financial Services, Inc | Omaha | NE | 04/2019 | 11/2020 |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 04/2019 | 11/2020 |
| Org Partners | Omaha | NE | 11/2020 | 01/2025 |
| Guardian Wealth Advisors | Raleigh | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-14 |
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