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Advisor at FORTRESS PRIVATE LEDGER, LLC
Mount Airy, 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 | Aug 26, 2019 | n/a | yes | RALEIGH, NC|Mount Airy, NC | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 29, 2016 | Jun 5, 2019 | no | MOUNT AIRY, NC|MONTGOMERY, AL|MOUNT AIRY, NC | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 30, 2008 | Mar 30, 2016 | no | CHARLOTTE, NC|MOUNT AIRY, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | FORTRESS PRIVATE LEDGER, LLC | Jun 5, 2019 | Aug 26, 2019 | 82 | Firm change | RIA to RIA |
| BB&T INVESTMENT SERVICES, INC. | LPL FINANCIAL LLC | Mar 30, 2016 | Mar 29, 2016 | -1 | Firm change | Other |