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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2025-04-15 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
4643 South Ulster Street Suite 1040, Denver, CO 80237 • 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 |
|---|---|---|---|---|
| Tcu Recreation Center | Fort Worth | TX | 03/2015 | 05/2017 |
| Alcon Inc. | Fort Worth | TX | 02/2017 | 05/2017 |
| Sei Archway | Denver | CO | 06/2017 | 03/2018 |
| Rmb Capital Management, Llc | Denver | CO | 03/2018 | 10/2021 |
| Texas Christian University | Fort Worth | TX | 08/2013 | 06/2017 |
| Matter Family Office | Denver | CO | 11/2021 | 04/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-21 |
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