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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-14 |
| WI | RA | APPROVED | 2026-08-14 |
Branch Locations
1333 W Towne Square Road, Mequon, WI 53092 • 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 |
|---|---|---|---|---|
| Lido Advisors, Llc | Los Angeles | CA | 08/2026 | Present |
| Spire Outsourcing | Remote | XX | 04/2025 | 07/2026 |
| Byu Idaho | Rexburg | ID | 09/2022 | 12/2025 |
| Full Time Education | Lakeville | MN | 08/2016 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
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