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3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-25 |
| NC | RA | APPROVED | 2024-06-17 |
Branch Locations
3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States
Hickory, NC • United States
3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hickory | NC | 05/2018 | 06/2024 |
| At&T | Gastonia | NC | 08/2017 | 05/2018 |
| At&T | Somerset | KY | 06/2015 | 08/2017 |
| Pro Services Inc | Campbellsville | KY | 07/2013 | 07/2017 |
| Bank Of America, N.A. | Hickory | NC | 06/2018 | 06/2024 |
| Fortress Private Ledger, Llc | Raleigh | NC | 06/2024 | Present |
1) FORTRESS FINANCIAL PARTNERS, FORTRESS INVESTMENT MANAGEMENT, AND FORTRESS RETIREMENT PLAN ADVISORS ARE DBA'S USED FOR BUSINESS CONDUCTED BY FORTRESS PRIVATE LEDGER, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-24 |
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