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Advisor at FORTRESS PRIVATE LEDGER, LLC
Durham, 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 | Jul 11, 2019 | n/a | yes | Durham, NC|RALEIGH, NC | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 15, 2013 | Jul 15, 2019 | no | RALEIGH, NC|DURHAM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | FORTRESS PRIVATE LEDGER, LLC | Jul 15, 2019 | Jul 11, 2019 | -4 | Firm change | RIA to RIA |