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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 |
Branch Locations
5601 E. La Palma Ave 3Rd Floor, Anaheim, CA 92807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Costa Mesa | CA | 03/2020 | 04/2021 |
| Wells Fargo Bank, Na | Costa Mesa | CA | 11/2015 | 04/2021 |
| California State University, Fullerton | Fullerton | CA | 08/2014 | 05/2018 |
| Wescom Financial Services | Anaheim | CA | 05/2021 | Present |
| Cuso Financial Services, Lp | San Deigo | CA | 01/2023 | 05/2025 |
| Lpl Financial Llc | Anaheim | CA | 05/2025 | Present |
1. 05/15/2025- Wescom Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/03/2021- 40 Hours Per Month- 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-08 |
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