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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
154-C Beacon Dr, Winterville, NC 28590 • United States
205 East Orange Street #310, Lakeland, FL 33801-4611 • 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Coastal Plains Re Holdings, Llc | Goldsboro | NC | 10/2003 | 02/2019 |
| Tyndall Stroud Wealth Management, Llc | Winterville | NC | 01/2005 | Present |
I AM VICE PRESIDENT OF TYNDALL STROUD CPA'S, P.C. I DEVOTE APPROX 40 HOURS A WEEK TO THIS JOB. WE PROVIDE TAX AND ACCOUNTING SERVICES. THIS BUSINESS IS NOT INVESTMENT-RELATED. I AM ALSO A MEMBER OF TYNDALL STROUD INSURANCE SERVICES, LLC AND A LICENSED AGENT. I SELL INSURANCE PRODUCTS THROUGH THIS INDEPENDENT AGENCY IN NC WHERE I AM LIFE INSURANCE LICENSED. I DEVOTE APPROX. 10 HOURS A WEEK TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-03 |
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