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2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Anchorage | AK | 09/2010 | 10/2017 |
| Cuso Financial Services, Inc. | Anchorage | AK | 10/2017 | 02/2021 |
| Lincoln Financial Securities Corporation | Anchorage | AK | 02/2021 | 01/2025 |
| Osaic Wealth, Inc. | Anchorage | AK | 01/2025 | Present |
WINDWARD FINANCIAL STRATEGIES 911 WEST 8TH AVE., SUITE 101 ANCHORAGE, AK 99501 CATEGORY: INSURANCE/LLC INVESTMENT RELATED: YES TITLE: AGENT/OWNER DUTIES: SALE AND SERVICE OF ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE: 12/08/2025 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-30 |
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