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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 | 2025-10-16 |
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lido Advisors, Llc | Los Angeles | CA | 10/2025 | Present |
| Countryplace Mortgage | Plano | TX | 01/2025 | 10/2025 |
| Poarch Creek Indian Gaming Commission | Atmore | AL | 05/2024 | 08/2024 |
| Stephen F. Austin State University | Nacogdoches | TX | 09/2022 | 10/2023 |
| Sprouts Farmers Market | Flower Mound | TX | 11/2021 | 05/2022 |
| Stephen F> Austin State University | Nacogdoches | TX | 08/2022 | 12/2024 |
| Flower Mound High School | Flower Mound | TX | 08/2018 | 05/2019 |
| Argyle High School | Argyle | TX | 08/2019 | 05/2022 |
| Primary School | Flower Mound | TX | 01/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
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