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Beverly Hills, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Trust Company Am | Los Angeles | CA | 07/2016 | 10/2016 |
| Deutsche Bank National Trust Co | Los Angeles | CA | 11/2016 | 07/2018 |
| Deutsche Bank Securities Inc | Los Angeles | CA | 12/2016 | 07/2018 |
| Ubs Financial Services Inc. | Los Angeles | CA | 07/2018 | 12/2019 |
| Rbc Capital Markets, Llc. | Pasadena | CA | 12/2019 | 02/2020 |
| Rbc Capital Markets, Llc | Los Angeles | CA | 02/2020 | 03/2022 |
| Pacific Investment Management Company Llc | Newport Beach | CA | 04/2022 | 08/2024 |
| Pimco Investments Llc | Newport Beach | CA | 04/2022 | 08/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 08/2024 | 03/2026 |
| Stq Capital Partners, Llc | Los Angeles | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-21 |
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