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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-23 |
| UT | RA | APPROVED | 2025-06-17 |
| CA | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
6263 N Scottsdale Road Suite 185, Scottsdale, AZ 85250 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2017 | 04/2022 |
| Grand Canyon University | Phoenix | AZ | 09/2016 | 06/2017 |
| The Art Institute Of Pittsburgh - Online Division | Chandler | AZ | 11/2014 | 09/2016 |
| Copperwynd Financial | Scottsdale | AZ | 05/2022 | 06/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2025 | Present |
Licensed as an Independent Insurance Agent for various insurance companies in both Arizona and Utah for both Life and Accident & Health or Sickness. Minimal time acting as an insurance agent (less than 5 hours per month) and does not actively seek business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-25 |
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