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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
2701 Harbor Boulevard Suite E-2, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Wine And Spirits | Cerritos | CA | 06/2016 | 07/2018 |
| Summit Brokerage Services | El Segundo | CA | 10/2018 | 06/2019 |
| Lpl Financial, Llc | El Segundo | CA | 06/2019 | 03/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2023 | 05/2025 |
| Wescom Financial Services, Llc | Costa Mesa | CA | 03/2023 | Present |
| Lpl Financial Llc | Costa Mesa | CA | 05/2025 | Present |
1- 05/2025 - 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 | 2020-09-16 |
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