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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 | 2025-12-09 |
Branch Locations
12667 Alcosta Blvd Suite 150, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance | Walnut Creek | CA | 06/2013 | 04/2025 |
| Mass Mutual Investors Services | Walnut Creek | CA | 08/2013 | 04/2025 |
| Fountainhead Advisors | San Ramon | CA | 05/2025 | 12/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
Massachusetts Mutual Life Insurance Company; not investment related; company founded in Springfield, MA; life insurance in California; broker; since 7/2013; less than 5 hours per month during trade hours; recommend and service existing life insurance policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-22 |
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