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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 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
13580 W Colonial Dr, Winter Garden, FL 34787 • United States
135 West Central Blvd Suite 200, Orlando, FL 32801 • United States
1380 S Grand Hwy, Clermont, FL 34711 • United States
742 Cagan View Rd, Clermont, FL 34714 • United States
18415 Us-441, Mt Dora, FL 32757 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services | San Diego | CA | 11/2014 | 06/2025 |
| Fairwinds Credit Union | Orlando | FL | 11/2014 | Present |
| 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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