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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
| CA | RA | APPROVED | 2026-02-19 |
| ID | RA | APPROVED | 2026-02-19 |
| WA | RA | APPROVED | 2026-02-19 |
Branch Locations
10900 Ne 8Th Street Suite 1670, Bellevue, WA 98004 • 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 |
|---|---|---|---|---|
| Merrill Lynch | Chandler | AZ | 06/2015 | 08/2017 |
| Bank Of America Na | Chandler | AZ | 08/2017 | 10/2023 |
| Morgan Stanley | Gilbert | AZ | 10/2023 | 09/2024 |
| Edward Jones | St Louis | MO | 09/2024 | 02/2026 |
| Lido Advisors, Llc | Los Angeles | CA | 02/2026 | Present |
Real Estate - Rental Property; Chandler, AZ; 7/2024; Single Member LLC; 1 hour per week, 0 hours in trading hour; I own a single family home that I rent out and collect rent on. I hire out a contractor to fix items when necessary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-24 |
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