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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 | 2025-09-09 |
| CA | RA | APPROVED | 2025-07-18 |
| MI | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2025-07-18 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
110 Miller Avenue First Floor, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mitchell Family Office | Birmingham | MI | 04/2021 | 01/2024 |
| Mcqueen Financial Advisors | Clawson | MI | 09/2018 | 04/2021 |
| United Wholesale Mortgage | Pontiac | MI | 02/2017 | 09/2018 |
| Ally Financial | Detroit | MI | 12/2015 | 02/2017 |
| Exchange Capital Management Inc | Ann Arbor | MI | 04/2024 | 07/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2025 | Present |
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