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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 | 04/2022 | 05/2025 |
| Fairwinds Credit Union | Orlando | FL | 11/2018 | Present |
| Diamond Resorts International | Orlando | FL | 12/2017 | 09/2018 |
| State Farm Insurance | Winter Garden | FL | 02/2017 | 12/2017 |
| Headquarter Honda | Clermont | FL | 07/2015 | 02/2017 |
| 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)- INV Related- At Reported Business Location(s)- Start date 04/25/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025-Fairwinds Credit Union- Notary- INV Related- At Reported Business Location(s)- Start date 06/20/2022- 40 Hours Per Month- 35 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-02 |
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