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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 | 2026-07-17 |
| FL | RA | APPROVED | 2025-09-29 |
| CA | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2024-08-13 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
4800 Hampden Lane Suite 200, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clark Financial Advisors | Birmingham | AL | 07/2017 | 04/2018 |
| Real Estate In Auburn, Llc | Auburn | AL | 01/2016 | 07/2017 |
| Farr Miller & Washington, Llc | Washington | DC | 04/2018 | 09/2021 |
| Hightower Advisors | Chicago | IL | 09/2021 | 06/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-13 |
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