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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_RES | 2025-09-10 |
| AZ | RA | APPROVED | 2025-06-20 |
| CA | 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2016 | 01/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2016 | 01/2018 |
| Thompson Wealth Management | Scottsdale | AZ | 03/2016 | 06/2019 |
| Unemployed | N/A | AZ | 06/2019 | 10/2019 |
| Brightside Benefits | Chandler | AZ | 10/2019 | 04/2020 |
| Unemployed | N/A | AZ | 04/2020 | 12/2020 |
| Copperwynd Financial | Scottsdale | AZ | 12/2020 | 06/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-05 |
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