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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-15 |
| CA | RA | APPROVED | 2025-10-03 |
Branch Locations
14256 North Northsight Blvd Suite B-115, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Cedar Rapids Day School | Cedar Rapids | IA | 08/2015 | 05/2018 |
| Duetmeyer And Grawe Construction | Cedar Rapids | IA | 05/2018 | 08/2018 |
| Paul Reveres Pizza | Cedar Rapids | IA | 08/2017 | 05/2020 |
| Iowa State University | Ames | IA | 08/2019 | 08/2021 |
| Robert W. Baird & Co Inc. | Scottsdale | AZ | 05/2022 | 12/2024 |
| Robert W. Baird & Co Inc. | Davenport | IA | 05/2021 | 08/2021 |
| Kennedy High School | Cedar Rapids | IA | 08/2014 | 05/2017 |
| Kirkwood Community College | Cedar Rapids | IA | 08/2017 | 05/2019 |
| Iowa State University | Ames | IA | 08/2021 | 05/2022 |
| Rbc Capital Markets, Llc | Scottsdale | AZ | 12/2024 | 09/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
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