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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED | 2020-10-12 |
Branch Locations
2200 Post Oak Blvd Suite 1000, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| Portfolio Solutions, Llc | Troy | MI | 02/2016 | 09/2020 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-05 |
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