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200 Spectrum Center Drive Suite 300, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-27 |
Branch Locations
200 Spectrum Center Drive Suite 300, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Thornton Llp | Hartford | CT | 09/2020 | 04/2022 |
| Chipotle Mexican Grill | San Diego | CA | 01/2016 | 08/2020 |
| Bridgelight Advisors | Shelton | CT | 04/2022 | 11/2023 |
| Lido Advisors, Llc | San Diego | CA | 11/2023 | 05/2026 |
| Warren Street Wealth Advisors, Llc | Irvine | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-14 |
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