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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 | 2024-03-12 |
| CA | RA | APPROVED | 2023-10-25 |
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 |
|---|---|---|---|---|
| Aspiriant | San Diego | CA | 08/2021 | 08/2023 |
| Platt Wealth Management | San Diego | CA | 05/2020 | 08/2021 |
| San Diego County Credit Union | San Diego | CA | 08/2017 | 05/2020 |
| Union Bank | San Diego | CA | 10/2015 | 08/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2023 | Present |
1) Board of Directors for the Financial Planning Association of Central Florida, non-investment related, board member 11/2023, 5-20 hr/month; 5 hr/ month 2) Eden Abbey Brewing Community; not investment related; Mt. Dora, Florida; Server, runner, busser; employee; 08/2023; 24/hrs a month; 0/hrs during trading hours; food and beverage service
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