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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-19 |
| CA | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
6263 N Scottsdale Road Suite 185, Scottsdale, AZ 85250 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 09/2020 |
| Costco Wholesale | Henderson | NV | 05/2014 | 10/2018 |
| Comcap Advisory | Henderson | NV | 04/2018 | 05/2018 |
| 4Life Research | Sandy | UT | 06/2016 | 04/2018 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2020 | 11/2021 |
| University Of Nevada | Las Vegas | NV | 06/2016 | 07/2018 |
| Copperwynd Financial, Llc | Scottsdale | AZ | 11/2021 | 06/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2025 | Present |
HOA Treasurer of Woodland Springs Association in Woodland Springs, AZ since 1/2025. Less than 5hr/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-12 |
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