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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 |
| WI | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Daytona Beach | FL | 07/2016 | 08/2017 |
| Raymond James & Associates, Inc. | Orlando | FL | 08/2017 | 12/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2019 | 05/2025 |
| Fairwinds Creidt Union | Orlando | FL | 01/2019 | Present |
| 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)- Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading 2- 05/15/2025 - Creative Comp Solutions - Outside/W-2 Employment - Investment Related - Winter Springs, FL - Start Date 02/02/2022 - 200 hours per month/ 25 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-15 |
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