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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 | 2026-03-17 |
| CA | RA | APPROVED | 2026-03-04 |
| WA | RA | APPROVED | 2026-03-04 |
Branch Locations
115 Perimeter Center Place Suite 875, Atlanta, GA 30346 • 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 |
|---|---|---|---|---|
| Cascade Middle School | Sedro Woolley | WA | 06/2015 | 09/2016 |
| Sedro Woolley High School | Sedro Woolley | WA | 09/2016 | 06/2020 |
| Jack In The Box | Burlington | WA | 07/2018 | 03/2020 |
| Kohls | Burlington | WA | 12/2019 | 01/2020 |
| Walmart | Mount Vernon | WA | 06/2020 | 09/2020 |
| University Of Washington | Seattle | WA | 09/2020 | 06/2024 |
| University Teriyaki And Bakery | Seattle | WA | 03/2021 | 12/2023 |
| Angel Of The Winds Casino | Arlington | WA | 06/2021 | 12/2022 |
| Angel Of The Winds Casino | Arlington | WA | 09/2022 | 09/2022 |
| Freestone Capital Management | Seattle | WA | 06/2023 | 06/2024 |
| Freestone Capital Management | Seattle | WA | 07/2024 | 08/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 03/2026 | Present |
| Unemployed | Sedro Woolley | WA | 08/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
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