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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 | 2025-01-02 |
| DC | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| MD | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2024-05-29 |
Branch Locations
4800 Hampden Lane Suite 271, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Student | Tallahassee | FL | 08/2004 | 08/2017 |
| Northwestern Mutual Investment Services Llc | Washington | DC | 01/2018 | 10/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2016 | 10/2018 |
| The Park At Fourteenth | Washington | DC | 05/2018 | 02/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2020 | 12/2022 |
| Cope Corrales | Washington | DC | 02/2020 | 12/2022 |
| Chevy Chase Trust | Bethesda | MD | 01/2019 | 01/2020 |
| Jarred Bunch Consulting Llc | Indianapolis | IN | 02/2020 | 03/2021 |
| Unemployed | Washington | DC | 11/2018 | 12/2018 |
| Xps Capital Llc | Washington | DC | 01/2022 | 12/2022 |
| Lido Advisors, Llc | Bethesda | MD | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-03 |
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