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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-24 |
| FL | RA | APPROVED | 2026-01-09 |
Branch Locations
2960 Diagonal Hwy, Boulder, CO 80301 • United States
Melbourne, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Space Coast Credit Union | Melbourne | FL | 07/2009 | 08/2019 |
| Lpl Financial Llc | Melbourne | FL | 09/2011 | 11/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2019 | 05/2025 |
| Fairwinds Credit Union | Orlando | FL | 11/2019 | 02/2026 |
| Lpl Financial Llc | Melbourne | FL | 05/2025 | Present |
| Elevations Cu | Melbourne | FL | 02/2026 | Present |
1. 06/06/2025- Fairwinds Wealth management and Investments- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 150 Hours Per Month- 150 Hours During Trading 2. 05/15/2025-Faith Viera Lutheran Church- Non-Profit Board Member- Not INV Related- At Rockledge, FL- Start date 02/01/2024- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-23 |
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