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3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-05 |
| NY | RA | APPROVED | 2023-10-30 |
| SC | RA | APPROVED | 2023-10-03 |
| NJ | RA | APPROVED | 2023-09-29 |
| VA | RA | APPROVED | 2023-05-12 |
| NC | RA | APPROVED | 2018-08-31 |
| TX | RA | APPROVED_RES | 2018-08-16 |
Branch Locations
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612
3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Raleigh | NC | 07/2015 | 08/2018 |
| Fortress Private Ledger, Llc | Raleigh | NC | 08/2018 | Present |
(1) Fortress Financial Partners, Fortress Investment Management, Fortress Physicians and Fortress Retirement Plan Advisors are DBA's used for business conducted by Fortress Private Ledger, LLC. (2) Gure Capital, LLC, Member of LLC since 9/21/22, providing support services to businesses, not investment related, 17916 Bartali Lane, Charlotte NC 28278-012 (3) Fortress Tax Services, part owner of tax service business, providing tax preparation and filing services since June 2023, less than 5 hours/week, 3110 Edwards Mills Road, Suite 200, Raleigh, NC (4) Collegiate Financial Group - Investment Related - Lexington, SC 29072 - DBA name - Start Date 10/2025 - Investment Consultant - Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-03 |
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