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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 | 2026-03-31 |
| MA | RA | APPROVED | 2026-03-19 |
| NJ | RA | APPROVED | 2026-03-16 |
| NY | RA | APPROVED | 2026-03-02 |
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
489 Fifth Avenue 2Nd Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company Lp | New York | NY | 06/2013 | 06/2022 |
| Lido Advisors, Llc | Los Angeles | CA | 01/2026 | Present |
| Addepar, Inc | New York | NY | 06/2022 | 10/2024 |
| Cbiz, Inc | New York | NY | 10/2024 | 12/2025 |
Mandarin Consulting International Limited; not investment-related; 405 Lexington Ave, 9th Floor New York, NY 10174; career coaching; part-time coach; coach (part-time); 1099 contractor; April 15, 2026; 1-5hrs per month, 0 hrs during trading hours; coaching international students to develop confidence and resilience in their personal and professional endeavors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
| S66 | Uniform Combined State Law Examination | 2013-11-27 |
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