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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 | 2026-08-20 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
11988 El Camino Real Suite 650, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2024 | 03/2025 |
| Beaming | Rancho Santa Fe | CA | 12/2017 | 03/2018 |
| Itan | San Diego | CA | 04/2021 | 08/2021 |
| Brown Family | San Marcos | CA | 12/2022 | 11/2023 |
| J.P. Morgan Securities Llc | Del Mar | CA | 03/2025 | 08/2026 |
| Jpmorgan Chase Bank, N.A. | Del Mar | CA | 03/2025 | 08/2026 |
| Equitable Financial Life Insurance | New York | NY | 03/2024 | 02/2025 |
| Target Corporation | San Diego | CA | 10/2019 | 11/2019 |
| Unemployed | Rancho Santa Fe | CA | 03/2015 | 11/2017 |
| Unemployed | Rancho Santa Fe | CA | 04/2018 | 09/2019 |
| Unemployed | Rancho Santa Fe | CA | 12/2019 | 03/2021 |
| Unemployed | Rancho Santa Fe | CA | 09/2021 | 11/2022 |
| Unemployed | San Diego | CA | 12/2023 | 01/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
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