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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_RES | 2025-05-15 |
Branch Locations
881 N Alafaya Trl, Orlando, FL 32828 • United States
135 West Central Blvd Suite 200, Orlando, FL 32801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairwinds Financial Services, Inc. | Orlando | FL | 01/2001 | Present |
| Cuso Financial Services, L.P. | San Diego | CA | 01/2001 | 05/2025 |
| Lpl Financial Llc | Orlando | FL | 05/2025 | Present |
1. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-16 |
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