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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 | 2025-11-05 |
| NY | RA | APPROVED | 2025-11-05 |
Branch Locations
489 Fifth Avenue 2Nd Floor, New York, NY 10017 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 01/2024 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | 08/2024 |
| First Republic Bank | New York | NY | 05/2020 | 07/2023 |
| Focus Financial Partners | New York | NY | 07/2017 | 04/2020 |
| Union Capital Park | New York | NY | 01/2015 | 07/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 11/2025 | Present |
| Accelerated Wealth Partners | New York | NY | 08/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-27 |
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