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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 | 2025-01-01 |
| OH | RA | APPROVED | 2024-08-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 08/2016 | 02/2017 |
| Unemployed | Cincinnati | OH | 02/2017 | 07/2017 |
| Shawn Kelley | Cincinnati | OH | 07/2017 | 07/2021 |
| Northwestern Mutual Investment Services Llc | Cincinnati | OH | 07/2017 | 07/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2017 | 07/2021 |
| Ameriprise Financial Services Llc | Cincinnati | OH | 10/2021 | 08/2024 |
| Lido Advisors, Llc | Los Angeles | OH | 08/2024 | Present |
Riverside Pickling; Owner; Retail; 9609 Montgomery Rd, Montgomery, OH, 45242; Not Investment-Related; 05/13/2023; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-28 |
| S66 | Uniform Combined State Law Examination | 2022-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-14 |
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