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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 08/2024 | 03/2025 |
| Fairwinds Credit Union | Orlando | FL | 08/2024 | 03/2025 |
| Equitable Life Insurance Company | Charlotte | NC | 06/2024 | 08/2024 |
| Univeristy Of Florida | Gainesville | FL | 08/2021 | Present |
| Unemployed | Oviedo | FL | 12/2002 | 08/2021 |
| Ca Ventures | Gainesville | FL | 08/2022 | 04/2023 |
| Fairwinds Credit Union | Orlando | FL | 03/2025 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 03/2025 | 06/2025 |
| Lpl Financial Llc | Orlando | FL | 05/2025 | Present |
1. Fairwinds Wealth management and Investments- DBA for LPL Business (entity for LPL business)- inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/25/2025 2. Fairwinds Credit Union- Financial Institution Duty- inv Rel- At Reported Business Location (s)- 100 Hrs Per Mnth/Trading- Start Date 08/19/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-28 |
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