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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
236 Dabney Drive, Henderson, NC 27536 • United States
5330 Apex Peakway, Apex, NC 27502 • United States
700 Village Walk Drive, Holly Springs, NC 27540 • United States
1080 N. Winstead Ave, Rocky Mount, NC 27804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities, Inc | Palm Beach Gardens | FL | 08/2016 | 10/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2024 | 05/2025 |
| Coastal Federal Credit Union | Holly Springs | NC | 10/2024 | Present |
| Lpl Financial Llc | Holly Springs | NC | 05/2025 | Present |
1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coastal Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2- 03/27/2026 - Non-Variable Insurance - Fixed Annuity - Investment Related - At Reported Business Location(s) - Start Date 03/06/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-12 |
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