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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-13 |
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 |
|---|---|---|---|---|
| Gordon Smith Pension Advisors, Llc | Durham | NC | 01/2004 | 12/2018 |
| Gordon Asset Management, Llc | Durham | NC | 07/2001 | 12/2018 |
| Aptus Capital Advisors, Llc | Fairhope | AL | 01/2019 | 05/2022 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 05/2022 | Present |
STRATEGIC FINANCIAL MANAGEMENT, INC; INVESTMENT RELATED; INSURANCE REP; PROVIDING INSURANCE SALES AND SERVICE; 1007 SLATER RD, SUITE 200, DURHAM, NC 27703; 8/1/2007; 5 HRS/MONTH DURING TRADING HOURS; LTC & FIXED ANUITY SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-24 |
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