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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| CA | RA | APPROVED | 2025-12-18 |
| CO | RA | APPROVED | 2025-12-18 |
Branch Locations
4840 Pearl East Circle Suite 300E, Boulder, CO 80301 • 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 |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Dallas | TX | 07/2017 | 01/2021 |
| University Of Oklahoma | Norman | OK | 08/2013 | 05/2017 |
| The Soccer Corner | Plano | TX | 07/2014 | 08/2017 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | 10/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-02 |
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