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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
123 South Marengo Avenue, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | La Mirada | CA | 04/2006 | 12/2018 |
| Wells Fargo Clearing Services Llc | La Mirada | CA | 11/2016 | 12/2018 |
| Wescom Credit Union | La Habra | CA | 03/2019 | Present |
| Wescom Financial Services | La Habra | CA | 04/2020 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 05/2025 |
| Lpl Financial Llc | Pasadena | CA | 05/2025 | Present |
1 - 06/2025 - Wescom Credit Union - Notary - Inv Related - 0 Hour/Month - 0 Hour During Trading - At Reported Business Location(s) - OBA Start Date: 03/01/2017. 2- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name 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 3- 06/2025 - Real Estate Rental - Inv Related - 0 Hour/Month - 0 Hour During Trading - Los Angeles, CA - Start Date: 04/01/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-18 |
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