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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-07 |
| WI | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED_RES | 2024-10-30 |
| FL | RA | APPROVED | 2024-08-20 |
| CA | RA | APPROVED | 2024-07-10 |
Branch Locations
1875 Nw Corporate Blvd Suite 110, Boca Raton, FL 33431 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 03/2014 | 05/2024 |
| Lido Advisors, Llc | Boca Raton | FL | 07/2024 | Present |
TRUSTEE TO MY MOMS ACCOUNT. NO TRADING OR ACTIVITY IN ACCOUNT. JUST CASH BALANCES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-23 |
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