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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 | 2024-09-10 |
| CA | RA | APPROVED | 2024-05-24 |
| IL | RA | APPROVED | 2024-05-24 |
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 | Chicago | IL | 05/2024 | Present |
| Pure Financial Advisors | San Diego | CA | 06/2021 | 05/2024 |
| Gosite | San Diego | CA | 05/2020 | 04/2021 |
| San Diego State University | San Diego | CA | 08/2017 | 05/2021 |
| St. Vincent De Paul High School | Petaluma | CA | 08/2013 | 05/2017 |
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