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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 | 2025-07-30 |
| TX | RA | APPROVED | 2025-07-30 |
Branch Locations
2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • 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 |
|---|---|---|---|---|
| Cary Christian School | Cary | NC | 08/2011 | 05/2018 |
| Liberty University | Lynchburg | VA | 06/2018 | 05/2021 |
| Thrivent Financial | Raleigh | NC | 06/2021 | 11/2021 |
| Amberly Local | Cary | NC | 10/2019 | 01/2020 |
| Dick's Sporting Goods | Cary | NC | 05/2019 | 11/2019 |
| Thrivent Investment Management Inc | Raleigh | NC | 08/2021 | 02/2023 |
| Thrivent Financial | Appleton | WI | 11/2021 | 02/2023 |
| Abundant Life Financial | Raleigh | NC | 02/2023 | 05/2023 |
| Cwm, Llc | Omaha | NE | 02/2023 | 05/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2025 | Present |
| Tolleson Wealth Managment | Dallas | TX | 06/2023 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-30 |
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