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Brandon Alan Walls

Fortress Private Ledger, LLC

Raleigh, NC

Raleigh, NC

Clemmons, NC

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Current Employers
Fortress Private Ledger, Llc

3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-02
  • NC RA
    APPROVED
    Since 2026-02-02

Branch Locations

3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States

3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States

Clemmons, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 01/2015 04/2021
Allegacy Federal Credit Union Winston-Salem NC 01/2016 04/2021
Lpl Financial, Llc High Point NC 04/2021 02/2026
The Fidelity Bank High Point NC 04/2021 02/2026
Fortress Private Ledger, Llc Raleigh NC 02/2026 Present
  • 01/2015 → 04/2021
    Cuso Financial Services, Lp
    San Diego, CA
  • 01/2016 → 04/2021
    Allegacy Federal Credit Union
    Winston-Salem, NC
  • 04/2021 → 02/2026
    Lpl Financial, Llc
    High Point, NC
  • 04/2021 → 02/2026
    The Fidelity Bank
    High Point, NC
  • 02/2026 → Present
    Fortress Private Ledger, Llc
    Raleigh, NC
Previous Registrations
  • 2021-04-30 → 2026-02-26
    Lpl Financial Llc
    Asheboro, NC
    Lexington, NC
    Ramseur, NC
    Winston Salem, NC
    Stokesdale, NC
    Clemmons, NC
    Fort Mill, SC
    High Point, NC
    Clemmons, NC
  • 2016-03-04 → 2021-04-30
    Cuso Financial Services, L.P.
    King, NC
    Winston-Salem, NC
    Winston Salem, NC
    Greensboro, NC
    Winston-Salem, NC
    Winston Salem, NC
    Greensboro, NC
    Winston Salem, NC
    Greensboro, NC
    Kalamazoo, MI
    King, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-04
  • S66 Uniform Combined State Law Examination
    2016-03-04
Other Names
  • Brandon Walls

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
Jill I Homan

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Raleigh, NC

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