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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 | 2024-11-19 |
| TX | RA | APPROVED | 2024-11-19 |
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 |
|---|---|---|---|---|
| Lpl Financial | Houston | TX | 06/2021 | 08/2021 |
| University Of Oklahoma | Norman | OK | 06/2019 | 05/2023 |
| Napolis | Plano | TX | 08/2018 | 06/2019 |
| Plano East Senior High School | Plano | TX | 08/2015 | 05/2019 |
| Woodbridge Country Club | Wylie | TX | 06/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2023 | 11/2023 |
| Northwestern Mutual Investment Services Llc | Rockwall | TX | 03/2023 | 11/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
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