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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| CA | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED | 2026-03-25 |
| UT | RA | APPROVED | 2025-06-17 |
Branch Locations
489 South Jordan Parkway Suite 224, South Jordan, UT 84095 • 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 |
|---|---|---|---|---|
| Bam Bam's Barbecue | Orem | UT | 08/2021 | 05/2022 |
| Pharmatech Labs | Lindon | UT | 09/2020 | 08/2021 |
| Aptive Environmental | Provo | UT | 03/2020 | 08/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 08/2018 | 03/2020 |
| Pharmatech Labs | Lindon | UT | 05/2015 | 08/2018 |
| Fidelity Investments | Salt Lake City | UT | 05/2022 | 01/2024 |
| Ercanbrack Masonry | Lehi | UT | 04/2018 | 08/2018 |
| Utah Valley University | Orem | UT | 08/2020 | 05/2022 |
| Copperwynd Financial | Scottsdale | AZ | 01/2024 | 06/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-25 |
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