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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 | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2024-01-01 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lido Advisors, Llc | Los Angeles | CA | 05/2023 | Present |
| Jetblue Airways | Long Island City | NY | 06/2018 | 05/2023 |
| Starbucks | Greenvale | NY | 08/2016 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-30 |
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