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Advisor at FORTRESS PRIVATE LEDGER, LLC
RALEIGH, NC | Raleigh, NC | Alexandria, VA
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 | Nov 13, 2024 | n/a | yes | Raleigh, NC|RALEIGH, NC|Alexandria, VA|RALEIGH, NC | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 24, 2024 | Oct 28, 2024 | no | ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | FORTRESS PRIVATE LEDGER, LLC | Oct 28, 2024 | Nov 13, 2024 | 16 | Firm change | Ibd to RIA |