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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
Branch Locations
205 Powell Place Suite 126, Brentwood, TN 37027 • United States
221A Castlewood Drive, Murfreesboro, TN 37129 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Murfreesboro | TN | 11/2009 | 01/2021 |
| Life Credit Union | Nashville | TN | 09/2018 | 01/2021 |
| Cetera Advisors Llc | St Cloud | MN | 01/2021 | Present |
| Fortress Wealth Management | Murfreesboro | TN | 11/2009 | Present |
| Investment Consulting Group | Murfreesboro | TN | 11/2013 | Present |
| Es Properties | Murfreesboro | TN | 06/2008 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. FORTRESS WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 11/2009, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. INVESTMENT CONSULTING GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, EXPENSE MANAGEMENT, STARTED 11/2013, OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PASS THROUGH FOR COMMISSION AND FEES; 3. ES PROPERTIES, NOT INVESTMENT RELATED, 221A CASTLEWOOD DRIVE. MURFREESBORO, TN 37129, REAL ESTATE RENTAL, STARTED 06/2008, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COLLECT RENT AND PAY ANY BILLS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-02 |
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