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Inactive

Kyle J Roth

Fortress Private Ledger, LLC

Raleigh, 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
SC RA APPROVED 2026-07-06
NC RA APPROVED 2019-09-11
  • SC RA
    APPROVED
    Since 2026-07-06
  • NC RA
    APPROVED
    Since 2019-09-11

Branch Locations

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
Carolina Dental Arts Raleigh NC 08/1997 Present
Encompass Dental Practice Transitions Raleigh NC 05/2010 Present
  • 08/1997 → Present
    Carolina Dental Arts
    Raleigh, NC
  • 05/2010 → Present
    Encompass Dental Practice Transitions
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-11
  • S65 Uniform Investment Adviser Law Examination
    2019-09-11

View on SEC IAPD

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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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