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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-04 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-09-22 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
4840 Pearl East Circle Suite 300E, Boulder, CO 80301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Denver | CO | 07/2019 | 09/2023 |
| United Capital | Denver | CO | 05/2015 | 07/2019 |
| Lido Advisors, Llc | Los Angeles | CA | 09/2023 | Present |
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