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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
| FL | RA | APPROVED | 2024-11-15 |
| AZ | RA | APPROVED | 2024-04-02 |
| CA | RA | APPROVED | 2024-02-20 |
| IL | RA | APPROVED | 2024-02-20 |
Branch Locations
14256 N Northsight Blvd Suite B-115, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Wild West | Lubbock | TX | 02/2016 | 04/2017 |
| Ark Financial | Austin | TX | 05/2019 | 05/2020 |
| Dew Wealth Management | Scottsdale | AZ | 06/2020 | 01/2023 |
| Texas Tech | Lubbock | TX | 08/2015 | 05/2019 |
| Lido Advisors, Llc | Scottsdale | AZ | 11/2023 | Present |
| Amplify Capital Advisors, Llc | Scottsdale | AZ | 01/2023 | 05/2023 |
| Passive Income Formula, Llc | Scottsdale | AZ | 09/2023 | 01/2024 |
| Gefion Financial, Llc | Scottsdale | AZ | 06/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-11 |
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