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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 | 2025-11-18 |
| IL | RA | APPROVED | 2025-11-18 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
732 W Randolph Street Suite 600, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Wilmette | IL | 09/2015 | 06/2018 |
| Swell Cafe | Redondo Beach | CA | 03/2020 | 07/2020 |
| Beverly Hills Hotel | Beverly Hills | CA | 06/2020 | 01/2023 |
| University Of Wisconsin, Madison | Madison | WI | 09/2021 | 05/2025 |
| Greensledge | New York | NY | 06/2023 | 08/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2024 | 08/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2025 | Present |
| Student | Los Angeles | CA | 08/2018 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-18 |
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