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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-03 |
Branch Locations
3211 Shannon Rd Suite 410, Durham, NC 27707 • United States
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
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