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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-06 |
Branch Locations
2002 Eastwood Rd Ste 305, Wilmington, NC 28403 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortress Financial | Wilmington | NC | 02/2023 | 02/2025 |
| Q2 Holdings Inc | Raleigh | NC | 04/2021 | 12/2022 |
| Teksystems | Raleigh | NC | 06/2015 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 02/2023 | 12/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 01/2025 |
| Fortress Financial | Wilmington | NC | 02/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: TRAVIS GUERRY INVESTMENT RELATED: NO ADDRESS: RALEIGH, NC 27612 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 04/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CO-OWNER OF A RENTAL PROPERTY; 2. NAME OF OTHER BUSINESS: FORTRESS FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL ADVICE AND COMPLETING ANY REQUIRED PAPERWORK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-11 |
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