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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
| CA | RA | APPROVED | 2024-05-03 |
| IL | RA | APPROVED | 2024-05-03 |
Branch Locations
732 W Randolph Street 6Th Floor, Chicago, IL 60661 • 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 | 04/2024 | Present |
| Edelman Financial Engines | Northbrook | IL | 09/2019 | 03/2024 |
| Edelman Financial Engines | Northbrook | IL | 05/2018 | 08/2018 |
| Financial Engines Advisors, Llc | Northbrook | IL | 05/2017 | 08/2017 |
| Indiana University, School Of Public Health And Arts | Bloomington | IN | 08/2015 | 07/2019 |
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