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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 | 2025-12-08 |
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 |
|---|---|---|---|---|
| Paceline Partners | Manhattan Beach | CA | 01/2016 | 12/2018 |
| Mkl Capital Mgmt Llc | Beverly Hills | CA | 01/2019 | 12/2023 |
| Gideon | Los Angeles | CA | 02/2024 | 10/2024 |
| The Leaders Group Inc | Littleton | CO | 02/2024 | 10/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
| Unemployed | Los Angeles | CA | 10/2024 | 12/2025 |
Managing member of Big D Hotel, LLC-- a group investment vehicle for CLG Draft LLC, which is GP entity for a hotel based in Dallas, TX-- since 12/2017, based in San Francisco, CA. Administrative and financial management services for LLC members, less than 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-18 |
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