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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-31 |
| CA | RA | APPROVED | 2022-11-30 |
| IL | RA | APPROVED | 2022-11-30 |
| NY | RA | APPROVED | 2022-11-30 |
Branch Locations
489 Fifth Avenue 2Nd Floor, New York, NY 10017 • 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 |
|---|---|---|---|---|
| Emissary Wealth | Hackensack | NJ | 09/2021 | 05/2022 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 05/2021 |
| Delbarton School | Morristown | NJ | 09/2013 | 05/2017 |
| Unemployed | Mendham | NJ | 05/2021 | 09/2021 |
| Lido Advisors, Llc | Manhattan | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-30 |
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