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949 South Coast Drive Suite 500, Costa Mesa, CA 92626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
949 South Coast Drive Suite 500, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Costa Mesa | CA | 11/2025 | Present |
| Nekter Juicebar | Anaheim Hills | CA | 12/2018 | 01/2024 |
| El Pollo Loco | Anaheim Hills | CA | 11/2017 | 10/2018 |
| The Meridian | Anaheim Hills | CA | 11/2016 | 04/2017 |
| Unemployed | Anaheim Hills | CA | 10/2015 | 11/2016 |
| Unemployed | Anaheim Hills | CA | 04/2017 | 11/2017 |
| Unemployed | Anaheim Hills | CA | 10/2018 | 12/2018 |
| Cs Tomasi Wealth Management | Costa Mesa | CA | 11/2025 | Present |
| Cs Tomasi Wealth Management | Costa Mesa | CA | 01/2024 | 11/2025 |
1) 10/2025 - CS TOMASI Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 2) 12/08/2025-CS TOMASI WEALTH MANAGEMENT-ADVISOR-Registered Investment Advisor Hybrid-Inv Related-At reported business location(s)-Start date 01/03/2024-160hrs/mth-8hrs/mth during trading. I provide investment advisory services through CS TOMASI WEALTH MANAGEMENT, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-14 |
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