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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-19 |
Branch Locations
4330 E. Mills Circle Road, Ontario, CA 91764 • United States
3431 Grand Oaks Suite 102, Corona, CA 92881 • United States
9980 Alabama St. Suite F1, Redlands, CA 92374 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Pedro | CA | 04/2013 | 07/2017 |
| Citigroup | Tustin | CA | 07/2017 | 12/2020 |
| Miramontes Capital, Llc | Newport Beach | CA | 12/2020 | 04/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2021 | 11/2021 |
| Saxony Securities, Inc | Saint Louis | MO | 11/2021 | 03/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2023 | 04/2025 |
| Unemployed | Laguna Beach | CA | 04/2025 | 05/2026 |
| Lpl Financial | Corona | CA | 05/2026 | Present |
| Wescom Central Credit Union | Corona | CA | 05/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wescom Financial Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-19 |
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