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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-31 |
| MD | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED | 2024-05-30 |
| FL | RA | APPROVED | 2024-05-14 |
| CA | RA | APPROVED | 2024-03-29 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1875 Nw Corporate Blvd Suite 110, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Washington | DC | 06/2018 | 06/2019 |
| Abe & Louies | Boca Raton | FL | 06/2017 | 01/2018 |
| University Of Maryland | College Park | MD | 09/2013 | 05/2017 |
| Americorps | Boyton Beach | FL | 08/2017 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 07/2019 | 09/2021 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 10/2021 | 07/2023 |
| Ubs Financial | Boca Raton | FL | 07/2023 | 12/2023 |
| Lido Advisors, Llc | Boca Raton | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-04 |
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