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Advisor at FORTRESS PRIVATE LEDGER, LLC
Monroe, 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 | Jun 18, 2026 | n/a | yes | RALEIGH, NC|Monroe, NC | Current employment |
| SPARTA WEALTH PARTNERS | Independent wealth | Jul 3, 2025 | Jun 16, 2026 | no | CHARLOTTE, NC|Monroe, NC | Previous registration |
| COASTAL BRIDGE ADVISORS | Independent wealth | Jan 17, 2025 | Apr 28, 2025 | no | WESTPORT, CT|Charlotte, NC | Previous registration |
| TRINITYPOINT WEALTH, LLC | Former SEC adviser | Sep 26, 2022 | Jan 28, 2025 | no | MILFORD, CT|Charlotte, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPARTA WEALTH PARTNERS | FORTRESS PRIVATE LEDGER, LLC | Jun 16, 2026 | Jun 18, 2026 | 2 | Firm change | RIA to RIA |
| COASTAL BRIDGE ADVISORS | SPARTA WEALTH PARTNERS | Apr 28, 2025 | Jul 3, 2025 | 66 | Firm change | RIA to RIA |
| TRINITYPOINT WEALTH, LLC | COASTAL BRIDGE ADVISORS | Jan 28, 2025 | Jan 17, 2025 | -11 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 318036:290298:NC:2026-06-16 | Jun 16, 2026 | Jun 18, 2026 | MONROE, NC | Firm change |
| 297165:152569:NC:2025-01-28 | Jan 28, 2025 | Jan 17, 2025 | CHARLOTTE, NC | Firm change |