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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 | 2025-12-08 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
12667 Alccosta Blvd Suite 150, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance | Walnut Creek | CA | 07/2017 | 05/2025 |
| Mml Investors | Walnut Creek | CA | 06/2018 | 05/2025 |
| Unemployed | Walnut Creek | CA | 01/2017 | 07/2017 |
| Sedaa Corp | San Ramon | CA | 09/2015 | 01/2017 |
| Fountainhead Advisors | San Ramon | CA | 05/2025 | 12/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
MassMutual Life Insurance Company; not investment related; San Ramon, CA; started 1/2017; broker agent; less than 5 hours per month primarily during trade hours; selling and managing life, disability, and long-term care insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
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