Cory Churchill has been an investment adviser representative at FWG Holdings since September 2021, and is not listed among the firm’s executive officers or direct owners.
FWG Holdings, LLC is a Winter Park, FL firm with $439M under management, 384 clients and 5 advisers in one office, as of its March 2026 filing.
Cory Churchill’s longest registration is the current one, 5 years at FWG Holdings since 2021. Before joining FWG Holdings in 2021, Cory Churchill was registered through Ae Wealth Management, LLC and Ruggie Wealth Management.
- Fortress Wealth GroupCurrent– present · 5 yearsWinter Park, FL · Adviser representative · Firm CRD 308968
- Ae Wealth Management, LLC– · under a yearOrlando, FL · Adviser representative · Firm CRD 282580
- Ruggie Wealth Management– · under a yearTavares, FL · Adviser representative · Firm CRD 145595
- RWM Asset Management, LLC– · under a yearTavares, FL · Adviser representative · Firm CRD 171346
Investment adviser representative registrations
Cory Churchill is registered as an investment adviser representative in Florida, since September 2021.
- FloridaSince 16 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cory Donald Churchill
- CRD
- 6664734
- Firm
- FWG Holdings · CRD 308968
- Office
- 1099 W MORSE BLVD, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Cory Churchill work?
Cory Churchill is an investment adviser representative registered through FWG Holdings, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Cory Churchill a financial advisor?
Yes. Cory Churchill has a current investment-adviser registration in Florida, through FWG Holdings since September 2021.
How many years of experience does Cory Churchill have?
Cory Churchill has 6 years in the financial industry, since March 2020, across 4 adviser firms.
What exams has Cory Churchill passed?
Cory Churchill passed the Series 65 in November 2017.
Where did Cory Churchill work before FWG Holdings?
Before FWG Holdings, Cory Churchill was registered through Ae Wealth Management, LLC, October 2020 to August 2021; Ruggie Wealth Management, March 2018 to November 2018; RWM Asset Management, LLC, March 2018 to November 2018.
Where is Cory Churchill based?
Cory Churchill’s registered office is in Winter Park, FL.
Is Cory Churchill registered with FINRA?
No. Cory Churchill has no current broker registration.
How can I verify Cory Churchill’s record?
Search CRD 6664734 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cory Churchill’s full registration record.
