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3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2018-08-31 |
| TX | RA | APPROVED_RES | 2018-08-16 |
Branch Locations
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612
3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Raleigh | NC | 11/2011 | 08/2018 |
| Fortress Private Ledger, Llc | Raleigh | NC | 08/2018 | Present |
(1) JG3, LLC DBA FORTRESS INSURANCE SERVICES AND FORTRESS FINANCIAL SERVICES - INVESTMENT RELATED - 3110 Edwards Mill Rd. Suite 200, RALEIGH, NC 27612 - INSURANCE AGENCY - MEMBER OF LLC SINCE 12/21/2012 - NON-VARIABLE INSURANCE LIFE, HEALTH, LONG TERM CARE - 15 HOURS PER MONTH, 1 HOUR DURING SECURITIES TRADING HOURS. (2) INSURESUPERMOM.COM, INC. - NOT INVESTMENT RELATED - 1018 VINO DRIVE, RALEIGH, NC 27607 - PROVIDES MARKETING SERVICES TO THE INSURANCE INDUSTRY - PART OWNER SINCE 10/2013 - <5% OF TIME SPENT. (3) FORTRESS FINANCIAL PARTNERS, FORTRESS INVESTMENT MANAGEMENT, AND FORTRESS RETIREMENT PLAN ADVISORS ARE DBA'S USED FOR BUSINESS CONDUCTED BY FORTRESS PRIVATE LEDGER, LLC. (4) Liquid Capital Partners business consulting. Refer business owners for exit planning and tax strategies when selling a business. 1 hour/week during trading. Nominal referral fees less than $10,000/year. (5) Sole owner G5 Business Services providing support services to businesses; as of 11/08/21; not securities related; 1 hour/week during trading hours. (6) Estate Planning Team, member of marketing and legal referral service specializing in tax and estate strategies, no compensation to be received, since October, 2022, not investment related, 3110 Edwards Mills Road, Suite 200, Raleigh, NC 27612 (7) Fortress Tax Services, part owner of tax service business, providing tax preparation and filing services since June 2023, less than 5 hours/week, 3110 Edwards Mills Road, Suite 200, Raleigh, NC (8) Collegiate Financial Group - Investment Related - Lexington, SC 29072 - DBA name - Start Date 10/2025 - Managing Principal - Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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