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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2025-11-07 |
| CA | RA | APPROVED | 2025-07-24 |
| AZ | RA | APPROVED | 2025-05-23 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
6263 N Scottsdale Road Suite 185, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Phoenix | AZ | 10/2003 | 03/2025 |
| Fidelity Personal And Workplace Advisors | Phoenix | AZ | 07/2018 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S66 | Uniform Combined State Law Examination | 2014-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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