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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_RES | 2026-03-27 |
| FL | RA | APPROVED | 2025-12-22 |
| CA | RA | APPROVED | 2025-12-09 |
| NJ | RA | APPROVED | 2025-12-09 |
Branch Locations
10 Independence Blvd Suite 120, Warren, NJ 07059 • 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 |
|---|---|---|---|---|
| Clarksons Platou Securities, Inc. | New York | NY | 05/2017 | 06/2021 |
| Franklin & Marshall College | Lancaster | PA | 08/2013 | 05/2017 |
| Btig, Llc | San Francisco | CA | 07/2021 | 05/2023 |
| Fountainhead Advisors | Warren | NJ | 08/2023 | 12/2025 |
| Unemployed | Jersey City | NJ | 06/2023 | 07/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
Licensed insurance agent in New Jersey for life insurance since 8/2023. Not contracted with a provider. Less than 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-28 |
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