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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 | 2025-08-27 |
| CA | RA | APPROVED | 2025-05-15 |
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
10900 Ne 8Th Street Suite 1670, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 06/2016 | 11/2023 |
| Freestone Capital Management, Llc | Seattle | WA | 11/2023 | 03/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-18 |
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