Best Investors Account Sign in
Inactive

Kent Gravely

Fortress Private Ledger, LLC

Raleigh, NC

Mount Airy, NC

Claim This Profile
Current Employers
Fortress Private Ledger, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-08-26
  • NC RA
    APPROVED
    Since 2019-08-26

Branch Locations

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

425 N Main Street, Mount Airy, NC 27030 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Mount Airy NC 03/2016 06/2019
Fortress Private Ledger, Llc Raleigh NC 06/2019 Present
Previous Registrations
  • 2016-03-29 → 2019-06-05
    Lpl Financial Llc
    Mount Airy, NC
    Montgomery, AL
    Mount Airy, NC
  • 2008-07-30 → 2016-03-30
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Mount Airy, NC
Other Businesses

1. 03/29/2016 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 5%/ 105 BEAUREGARD AVE, HIGHLAND SPRINGS, VA 23075 2. 04/11/2020 - CHURCH MINISTRY FOR MUSIC DIRECTION AND PERFORMANCE; RECEIVE A SMALL STIPEND FOR THE MINSTRY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-29
S63 Uniform Securities Agent State Law Examination 2006-02-15
  • S66 Uniform Combined State Law Examination
    2008-07-29
  • S63 Uniform Securities Agent State Law Examination
    2006-02-15
Designations
Other Names
  • Kent Gravely
  • Peyton Kent Gravely

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
BRANDON ALAN WALLS

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

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor