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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-11 |
| CA | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
489 Fifth Avenue 2Nd Floor, New York, NY 10017 • 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 |
|---|---|---|---|---|
| Lido Advisors, Llc | Los Angeles | CA | 10/2024 | Present |
| Post Investment Group | Beverly Hills | CA | 06/2023 | 08/2023 |
| Calabasas Country Club | Calabasas | CA | 05/2021 | 08/2022 |
| University Of Wisconsin, Madison | Madison | WI | 09/2020 | 05/2024 |
| Calabasas High School | Calabasas | CA | 08/2016 | 06/2020 |
| Unemployed | Calabasas | CA | 06/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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