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Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-25 |
Branch Locations
Three World Financial 200 Vesey Street 24Th Floor, New York, NY 10281 • United States
2901 W. Coast Highway, Suite 376, Newport Beach, CA 92663 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lido Isle Advisors, Llc | Newport Beach | CA | 06/2012 | 09/2016 |
| Online Trading Academy | Irvine | CA | 10/2016 | 11/2019 |
| Cannon Trading Company | Los Angeles | CA | 08/2020 | 03/2022 |
| Ten-X | Irvine | CA | 04/2022 | 02/2024 |
| Bridge Tronic Global Inc. | Irvine | CA | 04/2024 | 07/2025 |
| Allied Millennial Partners | Newport Beach | CA | 06/2024 | Present |
| Millennial Advisers | Newport Beach | CA | 06/2024 | Present |
| Unemployed | Newport Beach | CA | 12/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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