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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2025-04-10 |
| CA | RA | APPROVED | 2024-09-19 |
| WA | RA | APPROVED | 2024-09-19 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
10900 Ne 8Th Street Suite 1670, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Bellevue | WA | 11/2020 | 01/2022 |
| Securities America Advisors, Inc. | Bellevue | WA | 11/2020 | 01/2022 |
| Pfg Advisors, Llc | Bellevue | WA | 03/2021 | 01/2022 |
| Mariner Wealth Advisors | Bellevue | WA | 01/2022 | 09/2024 |
| Klevens Capital Management | Kirkland | WA | 05/2009 | 01/2022 |
| Lido Advisors, Llc | Los Angeles | CA | 09/2024 | Present |
Owner of investment real estate since 5/2014 of several rental properties in Renton, WA. Works approximately 2+ hours per month with 0 hours during trade hours. General landlord duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-24 |
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