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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
4330 E. Mills Circle Road, Ontario, CA 91764 • United States
2646 E. Garvey Avenue South Suite F, West Covina, CA 91791 • United States
3790 Tyler Street, Riverside, CA 92503 • United States
9980 Alabama St. Suite F1, Redlands, CA 92374 • United States
5495 E. La Palma Ave., Anaheim, CA 92807 • United States
3431 Grand Oaks Suite 102, Corona, CA 92881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Santa Ana | CA | 04/2014 | 06/2021 |
| Comerica Sercurities | Costa Mesa | CA | 06/2021 | 07/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2023 | 05/2025 |
| Wescom Financial Services, Llc | Aneheim | CA | 08/2023 | Present |
| Lpl Financial Llc | Corona | CA | 05/2025 | Present |
1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wescom Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/05/2025 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-10 |
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