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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 | 11/2024 | 05/2025 |
| Fairwinds Credit Union | Orlando | FL | 11/2024 | Present |
| Applebee's | Eustis | FL | 10/2018 | 03/2020 |
| Fairwinds Credit Union | Mount Dora | FL | 02/2017 | 01/2021 |
| Fairwinds Credit Union | Lake Mary | FL | 01/2021 | 11/2024 |
| Buffalo Wild Wings | Sanford/Orlando | FL | 06/2015 | 02/2017 |
| Lpl Financial Llc | Orlando | FL | 05/2025 | Present |
1. 06/02/2025- Notary- Sydney Dragon- INV Related- At Reported Business Location(s)- Start date 10/14/2018- 1 Hour Per Month- 1 Hour During Trading 2. 05/15/2025- Fairwinds Wealth management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/25/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-18 |
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