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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-03 |
| CA | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2023-09-22 |
Branch Locations
331 Newman Springs Road One River Center, Bldg 3, Suite 213, Red Bank, NJ 07701 • 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 |
|---|---|---|---|---|
| Old Bridge Black Belt | Old Bridge | NJ | 09/2002 | 12/2018 |
| Morgan Stanley Smith Barney | Morganville | NJ | 12/2009 | 01/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 01/2023 | Present |
* 461857 - Samurai Race LLC; Investment related Yes; Freehold, New Jersey; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-17 |
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