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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 | 2026-07-01 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2023 | 03/2024 |
| Villanova Preparatory School | Ojai | CA | 08/2015 | 05/2019 |
| Banana Republic Factory Store | Camarillo | CA | 05/2019 | 08/2019 |
| University Of Notre Dame | Notre Dame | IN | 08/2019 | 05/2023 |
| University Of Notre Dame - Nd Listens | Notre Dame | IN | 02/2021 | 05/2023 |
| Vector Marketing Corporation | Pasadena | CA | 05/2021 | 12/2021 |
| Vector Marketing Corporation | Pasadena | CA | 12/2021 | 09/2022 |
| Vector Marketing Corporation | Pasadena | CA | 09/2022 | 12/2022 |
| Ubs Financial Services, Inc | El Segundo | CA | 03/2024 | 06/2026 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2026 | Present |
Credit Abuse Resistance Education (CARE) Los Angeles, Educates students and underserved communities on financial literacy especially as it pertains to personal finance, budgeting, and credit. Give presentations with CARE materials both in person and virtually, Virginia United States-22314, start date-9/25/2024. 2-4 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-25 |
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