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Casey Jonathan Mervine

Wescal Wealth LLC

Palos Verdes Estates, CA

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Current Employers
Wescal Wealth Llc

Palos Verdes Estates, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-14
  • CA RA
    APPROVED
    Since 2026-04-14

Branch Locations

Palos Verdes Estates, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Torrance CA 01/1996 03/2025
Wescal Wealth Llc Palos Verdes Estates CA 03/2025 Present
  • 01/1996 → 03/2025
    Charles Schwab
    Torrance, CA
  • 03/2025 → Present
    Wescal Wealth Llc
    Palos Verdes Estates, CA
Previous Registrations
Other Businesses

-independent licensed insurance agent -co-owner and landlord for two rental properties

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-09-01
  • S63 Uniform Securities Agent State Law Examination
    1994-09-01

View on SEC IAPD

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