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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-11-04 |
| MI | RA | APPROVED | 2025-11-03 |
| FL | RA | APPROVED | 2024-09-12 |
| CA | RA | APPROVED | 2024-08-12 |
| TX | RA | APPROVED_RES | 2024-08-09 |
| IL | RA | APPROVED | 2022-08-19 |
| WI | RA | APPROVED | 2022-08-12 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1333 W Towne Square Road, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Brookfield | WI | 12/2006 | 04/2018 |
| Fisher Investments | Camas | WA | 04/2018 | 04/2022 |
| Lido Advisors, Llc | Los Angeles | CA | 08/2022 | Present |
| Unemployed | Hartland | WI | 04/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-03 |
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