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205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-17 |
Branch Locations
205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
154-C Beacon Dr, Winterville, NC 28590 • United States
154-C Beacon Drive, Winterville, NC 28590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2006-09-07 |
Branch Locations
154-C Beacon Drive, Winterville, NC 28590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Plains Re Holdings | Goldsboro | NC | 09/1999 | 02/2019 |
| Tyndall Stroud Wealth Management, Llc | Winterville | NC | 01/2005 | Present |
| Tyndall Stroud Cpas, Pc | Winterville | NC | 12/2000 | Present |
| Cps Investment Advisors | Lakeland | FL | 12/2016 | Present |
| Morningstar Investment Services Llc | Chicago | IL | 10/2016 | 05/2025 |
| Self | Goldsboro | NC | 10/2023 | Present |
TYNDALL STROUD CPAS: AS SECRETARY AND TREASURER, I DEVOTE APPROX 25 HOURS A WEEK TO THIS JOB. WE PROVIDE TAX AND ACCOUNTING SERVICES. THIS BUSINESS IS NOT INVESTMENT-RELATED. I AM MEMBER AND INSURANCE PRINCIPAL OF TYNDALL STROUD WEALTH MANAGEMENT, LLC. WE PROVIDE FIXED LIFE INSURANCE PRODUCTS TO OUR CUSTOMERS. DEVOTE 30 HRS/WEEK "+". TYNDALL STROUD WEALTH MANAGEMENT, LLC IS A REGISTERED INVESTMENT ADVISER, REGISTERED WITH THE NC SECRETARY OF STATE OFFICE DIVISION OF SECURITIES. WE PROVIDE FEE BASED SECURITIES INVESTMENTS. I am also a Managing Member of Tyndall Stroud Insurance Services, LLC. I am a licensed independent agent for this company. Through this entity, we offer fixed insurance products such as life insurance, long-term care insurance, annuities, etc. The time devoted to this function is based on client needs and ranges from 10 to 25 hours per week. I am an author of a friend's experience before, during, and after his involvement in a battle in the Vietnam conflict. I receive compensation from book sales. I spend less than 1 hour per week on this activity, and compensation is less than 10% of my income. This is a non-investment, after-hours activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-02 |
| S66 | Uniform Combined State Law Examination | 1999-12-10 |
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