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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-12 |
| FL | RA | APPROVED | 2026-02-12 |
| MD | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2019-06-06 |
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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 02/2013 | 07/2019 |
| Coliseum Wealth Management, Llc | Rockville | MD | 02/2013 | 03/2020 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2019 | Present |
THE HEDGEHOG GROUP; not investment related; president/owner; sales and business consulting services, 1-5 hrs/month; 1-5 hrs/month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-18 |
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