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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 | 2025-07-24 |
| CA | RA | APPROVED | 2025-07-21 |
| MI | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
110 Miller Avenue First Floor, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan State University | East Lansing | MI | 08/2019 | 05/2023 |
| Student | South Lyon | MI | 01/2013 | 05/2019 |
| Chipotle | Okemos | MI | 04/2022 | 04/2023 |
| Outback Steakhouse | East Lansing | MI | 08/2021 | 01/2022 |
| Aubree'S Pizzeria & Grill | South Lyon | MI | 08/2017 | 08/2019 |
| Exchange Capital Management Inc | Ann Arbor | MI | 06/2023 | 07/2025 |
| Workforce Software | Livonia | MI | 05/2022 | 08/2022 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
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