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680 S. Cache St. Suite 100 - 7403, Jackson, WY 83001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banyan Tree Asset Management, Llc | Los Angeles | CA | 06/2013 | 11/2019 |
| Banyan Tree Securities, Llc | Los Angeles | CA | 10/2013 | 11/2019 |
| Lido Advisors, Llc | Los Angeles | CA | 11/2019 | 01/2024 |
| Integrity Financial Corporation | Malibu | CA | 07/2025 | Present |
| Unemployed | La Verne | CA | 01/2024 | 07/2025 |
AMHERST-IAC; YES; 1413 BONITA AVENUE, LA VERNE, CA 91750; CONSULTANT TO START-UP INVESTMENT ADVISORS; SOLE PROPRIETOR; PRESIDENT; MARCH 2025; ZERO HOURS/MONTH; ZERO HOURS DEVOTED DURING TRADING HOURS; NO DUTIES WHATSOEVER AS ENTITY IS NON-OPERATING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-21 |
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