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Advisor at FORTRESS PRIVATE LEDGER, LLC
CLEMMONS, NC | Raleigh, NC | RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FORTRESS PRIVATE LEDGER, LLC | Independent wealth | Feb 2, 2026 | n/a | yes | Raleigh, NC|RALEIGH, NC|CLEMMONS, NC | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 30, 2021 | Feb 26, 2026 | no | WINSTON SALEM, NC|RAMSEUR, NC|LEXINGTON, NC|STOKESDALE, NC|ASHEBORO, NC|CLEMMONS, NC|FORT MILL, SC|HIGH POINT, NC|CLEMMONS, NC | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Mar 4, 2016 | Apr 30, 2021 | no | King, NC|WINSTON-SALEM, NC|Winston Salem, NC|Greensboro, NC|WINSTON-SALEM, NC|WINSTON SALEM, NC|Greensboro, NC|WINSTON SALEM, NC|Greensboro, NC|Kalamazoo, MI|King, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | FORTRESS PRIVATE LEDGER, LLC | Feb 26, 2026 | Feb 2, 2026 | -24 | Firm change | Ibd to RIA |
| CUSO FINANCIAL SERVICES, L.P. | LPL FINANCIAL LLC | Apr 30, 2021 | Apr 30, 2021 | 0 | Firm change | Ibd to ibd |