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Charles Edward Crouch

Financial Wellness Solutions, LLC

Cape Coral, FL

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Current Employers
Financial Wellness Solutions, Llc

Cape Coral, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Cape Coral, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Wellness Solutions, Llc Cape Coral FL 01/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-07
S63 Uniform Securities Agent State Law Examination 2000-11-21
  • S65 Uniform Investment Adviser Law Examination
    2014-01-07
  • S63 Uniform Securities Agent State Law Examination
    2000-11-21

View on SEC IAPD

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