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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
3743 W. Chapman Ave. Suite C, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wescom Credit Union | Orange | CA | 08/2017 | 05/2023 |
| Union Bank | Newport Beach | CA | 08/2017 | 08/2017 |
| Full Time Student | Irvine | CA | 05/2017 | 08/2017 |
| Bank Of America | Costa Mesa | CA | 07/2014 | 05/2017 |
| Wescom Financial Services | Orange | CA | 07/2020 | 05/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2023 | 05/2025 |
| Wescom Financial Services | Orange | CA | 05/2023 | Present |
| Lpl Financial Llc | Anaheim | CA | 05/2025 | Present |
1) 05/2025 - Wescom Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - 160 hrs per month 2) 05/2025 - Rental Property - Real Estate Rental - Property Owner - Investment Related - La Habra, CA - Start Date 04/01/2023 - 30 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-05 |
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