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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
| NJ | RA | APPROVED | 2025-05-15 |
Branch Locations
135 West Central Blvd Suite 200, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Jacksonville Beach | FL | 05/2001 | 03/2018 |
| Unemployed | Sanford | FL | 04/2018 | 08/2018 |
| Charles Schwab & Co., Inc. | Clermont | FL | 09/2018 | 06/2019 |
| Scottrade Investment Management | Jackskonville | FL | 01/2017 | 03/2018 |
| Unemployed | Sanford | FL | 07/2019 | 11/2019 |
| Jp Morgan Securities, Llc | Orange City | FL | 12/2019 | 11/2022 |
| Jp Morgan Chase Bank, N.A. | Orange City | FL | 12/2019 | 11/2022 |
| Fairwinds Credit Union | New Smyrna Beach | FL | 11/2022 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 11/2022 | 06/2025 |
| Lpl Financial Llc | Orlando | FL | 05/2025 | Present |
1. Fairwinds Wealth management and Investments- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/25/2025 2. Franklins Friends-Non-Profit Board Member- Non Inv Rel- Maitland, CA- 5 Hrs Per Mnth/Trading- Start Date 09/03/2018 3. Anthony Capitano- Real Estate Rental- Inv Rel- Sanford, FL- Start Date 10/01/2020 4. Anthony Capitano- Real Estate Rental- Inv Rel- Saint Augustine, FL- Start Date 05/01/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-24 |
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