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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-11 |
| CA | RA | APPROVED | 2025-12-08 |
| NY | RA | APPROVED | 2025-12-08 |
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 |
|---|---|---|---|---|
| Lido Advisors, Llc | Los Angeles | CA | 12/2022 | Present |
| Seton Hall Preparatory School | West Orange | NY | 09/2016 | 06/2020 |
| Boston College | Chestnut Hill | MA | 08/2020 | 05/2024 |
| Sumitomo Mitsui Banking Corporation | New York | NY | 07/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
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