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3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-26 |
Branch Locations
3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612
3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Raleigh | NC | 05/2010 | Present |
| Fortress Private Ledger | Raleigh | NC | 01/2022 | Present |
1. 05/06/2010 - CPA/BOOKKEEPER/TAX PREPARER - 5% TIME SPENT- BASIC TAX PREP, BOOKEEPING, AND ACCOUNTING 2. 05/06/2010 - OTHER - 1% TIME SPENT - FINRA ARBITRATOR 3. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-25 |
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