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Current Employers
Fortress Private Ledger, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-01-02
NC RA APPROVED 2024-07-09
  • UT RA
    APPROVED
    Since 2025-01-02
  • NC RA
    APPROVED
    Since 2024-07-09

Branch Locations

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

Clayton, NC • United States

3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612

3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • 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
Fidelity Investments Salt Lake City UT 05/2021 07/2023
Chrysalis Logan UT 04/2018 05/2021
Garage Door Pros Service & Repair St. George UT 03/2019 01/2020
Cache County School District North Logan UT 01/2018 05/2018
Turn Community Services Provo UT 08/2016 12/2017
Utah State University Logan UT 08/2018 05/2022
Simplicity Wealth Summit NJ 09/2023 06/2024
Comfort Keepers Cary NC 10/2023 Present
Uber Clayton NC 12/2023 Present
Fortress Private Ledger, Llc Raleigh NC 06/2024 Present
  • 05/2021 → 07/2023
    Fidelity Investments
    Salt Lake City, UT
  • 04/2018 → 05/2021
    Chrysalis
    Logan, UT
  • 03/2019 → 01/2020
    Garage Door Pros Service & Repair
    St. George, UT
  • 01/2018 → 05/2018
    Cache County School District
    North Logan, UT
  • 08/2016 → 12/2017
    Turn Community Services
    Provo, UT
  • 08/2018 → 05/2022
    Utah State University
    Logan, UT
  • 09/2023 → 06/2024
    Summit, NJ
  • 10/2023 → Present
    Comfort Keepers
    Cary, NC
  • 12/2023 → Present
    Uber
    Clayton, NC
  • 06/2024 → Present
    Raleigh, NC
Previous Registrations
  • 2023-09-07 → 2024-07-11
    Summit, NJ
    Clayton, NC
  • 2023-02-08 → 2023-07-20
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

Name of the other business-Uber,whether the business is investment-Not Investment related,the address of the other business-17 S Ledford Dr. Clayton NC 27520,nature of the other business-Drive people from and to from their desired locations,your position-Uber driver, the start date of your relationship-12/01/2023, Hours per month devoted to business during trading hours 0,Hours per month devoted to business outside trading hours-20, briefly describe your duties relating to the other business-Drive people to and from their desired locations. Best Interest Wealth Planning, LLC, Investment Related, 17 S LEDFORD DRIVE CLAYTONNorth Carolina27520, DBA Name, Owner, 6/2024, 160 hours per month/160 during trading, Financial Planning/Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-03
S63 Uniform Securities Agent State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2023-02-03
  • S63 Uniform Securities Agent State Law Examination
    2021-10-04
Designations
Other Names
  • Kevin Grant Brown
  • Kevin Brown

View on SEC IAPD

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