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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-16 |
| NY | RA | APPROVED | 2025-12-16 |
| FL | RA | APPROVED | 2025-12-12 |
| CA | RA | APPROVED | 2025-12-08 |
| CT | RA | APPROVED | 2025-12-05 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
10 Independence Blvd Suite 120, Warren, NJ 07059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castlekeep Investment Advisors | Westport | CT | 02/2023 | 02/2024 |
| Mebco Llc | New Canaan | CT | 04/2022 | 01/2023 |
| Millennium Partners | Greenwich | CT | 05/2017 | 04/2022 |
| Unemployed | New Canaan | CT | 09/2016 | 05/2017 |
| Fountainhead Advisors | Warren | NJ | 02/2024 | 12/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
Terramint Group Corp. DBA realbricks, investment-related, 30 North Gould Street, Sheridan, WY 82801, Fractional Real Estate Investment, Board Advisor, October 2022, 5 hours/month, 0 hours during securities trading hours, Advisory Board. Worldwide Solutions and Services DBA Mavsotech, not investment-related, 69 Centre Street, Haddonfield, NJ 08033, Consulting - Engineering Services and Solutions for the Digital Entertainment Market, January 2023, 5 hours per month, none during regular trading hours, Advisory Board MEBCO LLC, not investment-related, 290 Weed Street, New Canaan, CT 06840, Consulting, Founder & CEO, December 2022, 2 hours per month, 0 hours during securities trading hours, Sole Proprietor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
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