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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
| IL | RA | APPROVED | 2025-04-01 |
Branch Locations
732 W Randolph Street 6Th Floor, Chicago, IL 60661 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair Co | Chicago | IL | 06/2018 | 06/2022 |
| University Of Kentucky | Lexington | KY | 08/2014 | 06/2018 |
| Morgan Stanley | Chicago | IL | 06/2022 | 05/2024 |
| Lido Advisors, Llc | Chicago | IL | 03/2025 | Present |
| William Blair & Co | Chicago | IL | 05/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-30 |
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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