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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
135 West Central Blvd Suite 200, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Branchburg | NJ | 06/2016 | 10/2016 |
| Axa Advisors, Llc | New York | NY | 10/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2016 | 03/2021 |
| Fairwinds Credit Union | Orlando | FL | 03/2021 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 03/2021 | 05/2025 |
| Lpl Financial Llc | Orlando | FL | 05/2025 | Present |
1- 05/15/2025 - Fairwinds Wealth management and Investments - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-14 |
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