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3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-12-20 |
| MD | RA | APPROVED | 2024-12-13 |
| AZ | RA | APPROVED | 2024-11-26 |
| MS | RA | APPROVED | 2024-11-20 |
| NH | RA | APPROVED | 2024-11-14 |
| OK | RA | APPROVED | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-13 |
Branch Locations
3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612
Alexandria, VA • United States
3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • 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 |
|---|---|---|---|---|
| S2K Financial Llc | New York | NY | 01/2016 | 07/2017 |
| Lpl Financial Llc | Rockville | MD | 09/2017 | 11/2024 |
| Fortress Private Ledger, Llc | Raleigh | NC | 11/2024 | Present |
11/2024 - Collegiate Financial Group - Investment Related - 204 Caughman Farms Lane Suite 303 Lexington, SC 29072 - DBA name - Start Date 11/2024 - Partner - 40 hours/week during trading hours - Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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