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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-01 |
| CA | RA | APPROVED | 2026-03-26 |
Branch Locations
2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • 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 |
|---|---|---|---|---|
| Unemployed | Houston | TX | 05/2025 | 10/2025 |
| Louisiana State University | Baton Rouge | LA | 08/2021 | 05/2025 |
| Memorial High School | Houston | TX | 08/2017 | 05/2021 |
| Spring Branch Middle School | Houston | TX | 08/2014 | 05/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2025 | 03/2026 |
| Northwestern Mutual Investment Services, Llc | Baton Rouge | LA | 08/2024 | 02/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 03/2026 | Present |
| Chilton Capital Management Llc | Houston | TX | 12/2024 | 01/2025 |
| Investar Bank | Baton Rouge | LA | 05/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-26 |
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