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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 | 2025-10-16 |
| CA | RA | APPROVED | 2025-10-08 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1875 Corporate Blvd Nw Suite 110, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Morgantown | WV | 01/2016 | 03/2018 |
| Mml Investors Services Llc | Morgantown | WV | 02/2016 | 03/2018 |
| Pnc Investments | Pittsburgh | PA | 03/2018 | 05/2019 |
| Citizens Securities, Inc. | Pittsburgh | PA | 05/2019 | 08/2021 |
| Citizens Securities, Inc. | West Palm Beach | FL | 08/2021 | 10/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-09 |
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