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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-15 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
15378 Alton Parkway, Irvine, CA 92618 • United States
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 |
|---|---|---|---|---|
| Wescom Financial Services, Llc | Irvine | CA | 07/2003 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 05/2025 |
| 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 / 160 hrs mth / 160 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-12 |
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