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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 |
| TX | RA | APPROVED_RES | 2025-06-14 |
| CA | RA | APPROVED | 2025-06-13 |
Branch Locations
489 South Jordan Parkway Suite 224, South Jordan, UT 84095 • 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 |
|---|---|---|---|---|
| Copperwynd Financial, Llc | Scottsdale | AZ | 01/2016 | 06/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2025 | Present |
1) Member of Project Sandstone LLC f/k/a Copperwynd Financial LLC, 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. // 2) Trustee of Family Trust which is a member of Amber's Kitchen LLC. Online food blog. No duties, zero hours per month. 3) Member of Eggball Parners LLC, a holding company for private boat. No duties, zero hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-10 |
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