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Current Employers
Guardian Wealth Advisors, Llc

2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-03
  • NC RA
    APPROVED
    Since 2025-02-03

Branch Locations

3211 Shannon Rd Suite 410, Durham, NC 27707 • United States

2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brighton Jones Seattle WA 10/2023 12/2024
Ajw, Inc. Arlington VA 11/2022 10/2023
Unemployed Durham NC 05/2022 11/2022
Harris Teeter Alexandria VA 02/2023 08/2023
Guardian Wealth Advisors Raleigh NC 01/2025 Present
Full-Time Education Durham NC 02/2015 05/2022
National Taxpayers Union Foundation Washington DC 05/2021 08/2021
U.S. Bureau Of Labor Statistics Durham NC 05/2020 08/2020
  • 10/2023 → 12/2024
    Brighton Jones
    Seattle, WA
  • 11/2022 → 10/2023
    Ajw, Inc.
    Arlington, VA
  • 05/2022 → 11/2022
    Unemployed
    Durham, NC
  • 02/2023 → 08/2023
    Harris Teeter
    Alexandria, VA
  • 01/2025 → Present
    Guardian Wealth Advisors
    Raleigh, NC
  • 02/2015 → 05/2022
    Full-Time Education
    Durham, NC
  • 05/2021 → 08/2021
    National Taxpayers Union Foundation
    Washington, DC
  • 05/2020 → 08/2020
    U.S. Bureau Of Labor Statistics
    Durham, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26
Other Names
  • Matt James

View on SEC IAPD

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