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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-18 |
| WI | RA | APPROVED | 2025-11-18 |
| CA | RA | APPROVED | 2025-05-06 |
| IL | RA | APPROVED | 2025-05-06 |
Branch Locations
732 W Randolph Street 6Th Floor, Chicago, IL 60661 • 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 |
|---|---|---|---|---|
| Crooked Pint Ale House | Duluth | MN | 08/2021 | 05/2022 |
| Prairieview Partners | Saint Paul | MN | 05/2022 | 04/2025 |
| Md Financial Advisors | Chanhassen | MN | 05/2021 | 08/2021 |
| Texas Roadhouse | Duluth | MN | 09/2018 | 08/2021 |
| Parkview Grille | Litchfield | MN | 05/2017 | 08/2018 |
| Nat Kahring State Farm | Duluth | MN | 01/2018 | 10/2018 |
| Pizza Hut | Litchfield | MN | 03/2017 | 05/2017 |
| Walmart | Litchfield | MN | 08/2016 | 12/2016 |
| University Of Minnesota, Duluth | Duluth | MN | 08/2017 | 05/2022 |
| Litchfield High School | Litchfield | MN | 08/2013 | 06/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-06 |
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