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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 | 2026-06-23 |
| MN | RA | APPROVED | 2026-06-23 |
Branch Locations
7701 France Avenue S Suite 230, Edina, MN 55435 • 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 |
|---|---|---|---|---|
| Youngstedts Car Wash | Chanhassen | MN | 03/2018 | 08/2018 |
| University Of Denver | Denver | CO | 09/2018 | 10/2018 |
| Colorado State University | Fort Collins | CO | 12/2018 | 07/2022 |
| N/A | Minnetonka | MN | 08/2018 | 03/2019 |
| Chevrolet Of Wayzata | Minnetonka | MN | 04/2019 | 08/2019 |
| All-Terrain Financial | Coon Rapids | MN | 08/2019 | 07/2022 |
| Unparalleled Parking | Minneapolis | MN | 12/2019 | 02/2020 |
| N/A | Minnetonka | MN | 03/2008 | 03/2018 |
| All-Terrain Financial | Coon Rapids | MN | 07/2022 | 06/2026 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2026 | Present |
As of 2/10/2023, sole proprietor of JTS Capital LLC - investment properties . 0 hours dedicated during securities trading hours. Approximately 5 hours a month are devoted to this entity. Property was sold 7/2025, but LLC remains registered in MN. Non-investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
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