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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-28 |
| CO | RA | APPROVED | 2024-10-28 |
Branch Locations
4840 Pearl East Circle Suite 300E, Boulder, CO 80301 • 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 | Boulder | CO | 10/2024 | Present |
| Segall Bryant & Hamill | Denver | CO | 05/2018 | 05/2024 |
| Denver Investments | Denver | CO | 05/2006 | 04/2018 |
| Unemployed | Denver | CO | 06/2024 | 10/2024 |
1) Owner of rental property in Boulder, CO since 2001. No hours dedicated to maintaining property or acting as landlord, just a private investment. 2) CFA Society Colorado (CFACO) Board, Advocacy Chair, since 7/2025. Supports CFACO efforts with university and community outreach. Spends less than 5 hours per month outside of trade hours.
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