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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-26 |
| AZ | RA | APPROVED | 2025-06-18 |
| UT | RA | APPROVED | 2025-06-17 |
| CA | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
6263 N Scottsdale Road Suite 185, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copperwynd Financial Llc | Scottsdale | AZ | 03/2005 | 06/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2011 | 12/2019 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2025 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) Project Sandstone LLC f/k/a Copperwynd Financial LLC is a holding company for shares of company stock and private investments. Based in AZ since 4/2007. Zero hours per month. No duties related to business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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