Sheldon Cooper Reed

Current Employers

Employment History

• 04/2014 → 10/2016
  Jpmorgan Securities Llc
  Stevenson Ranch, CA
• 10/2016 → 11/2017
  Logix Federal Credit Union
  Valencia, CA
• 10/2016 → 11/2017
  Invest Financial Corporation
  Tampa, FL
• 11/2017 → Present
  Wescom Financial Services, Llc
  Pasadena, CA
• 01/2023 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Santa Clarita, CA

Previous Registrations

• 2023-01-16 → 2025-05-15
  Cuso Financial Services, L.P.
  Palmdale, CA
  Stevenson Ranch, CA
  San Diego, CA
  Santa Clarita, CA
• 2017-11-30 → 2023-02-06
  Wescom Financial Services
  Stevenson Ranch, CA
  Palmdale, CA
  Pasadena, CA
• 2016-10-20 → 2017-11-29
  Invest Financial Corporation
  Valencia, CA
• 2014-04-08 → 2016-10-28
  J.P. Morgan Securities Llc
  Stevenson Ranch, CA
  Valencia, CA
  Canyon Country, CA
  Santa Clarita, CA
  Santa Clarita, CA
  Santa Clarita, CA
  Santa Clarita, CA
  Santa Clarita, CA
  Santa Clarita, CA
• 2013-05-24 → 2014-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newhall, CA
  Stevenson Ranch, CA
  Valencia, CA
  Santa Clarita, CA
  Granada Hills, CA
  Altadena, CA
  El Monte, CA
• 2006-11-13 → 2011-06-02
  Cetera Investment Services Llc
  West Hollywood, CA
  Redondo Beach, CA
  Santa Monica, CA
• 2006-08-08 → 2006-11-09
  Dfc Investor Services
  Santa Monica, CA
• 2004-10-21 → 2006-08-03
  Secu Brokerage Services
  Los Alamitos, CA
  Downey, CA
  Los Alamitos, CA
• 2004-02-09 → 2004-10-20
  Citicorp Investment Services
  San Pedro, CA
• 2002-10-30 → 2003-11-04
  Ifmg Securities, Inc.
  West L.A., CA

Other Businesses

1 - 05/2025 - Wescom Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 05/2025 - Wescom Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-06
• S63 Uniform Securities Agent State Law Examination
  1990-12-04

Other Names

• Sheldon Cooper Reed
• Sheldon Cooper Reed