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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-04 |
| CA | RA | APPROVED | 2024-06-03 |
Branch Locations
110 Miller Avenue First Floor, Ann Arbor, MI 48104 • 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 | Clinton Township | MI | 10/2021 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Clinton Township | MI | 10/2021 | 03/2024 |
| Plante Moran | Southfield | MI | 01/2019 | 09/2021 |
| Wireless Revolution (Sprint) | Farmington Hills | MI | 03/2017 | 03/2020 |
| Midway Dental Supply | Livonia | MI | 07/2016 | 02/2017 |
| Erickson Living | Novi | MI | 12/2014 | 05/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-21 |
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