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Inactive

Jotham Zachary Monsma

Lido

Ann Arbor, MI

Los Angeles, CA

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Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-07
FL RA APPROVED 2025-07-24
CA RA APPROVED 2025-07-21
MI RA APPROVED 2025-07-21
TX RA APPROVED 2025-07-21
  • NY RA
    APPROVED
    Since 2025-11-07
  • FL RA
    APPROVED
    Since 2025-07-24
  • CA RA
    APPROVED
    Since 2025-07-21
  • MI RA
    APPROVED
    Since 2025-07-21
  • TX RA
    APPROVED
    Since 2025-07-21

Branch Locations

110 Miller Avenue First Floor, Ann Arbor, MI 48104 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Street Research New York NY 10/2013 12/2023
Exchange Capital Management Inc Ann Arbor MI 01/2024 07/2025
Lido Advisors, Llc Los Angeles CA 07/2025 Present
  • 10/2013 → 12/2023
    New Street Research
    New York, NY
  • 01/2024 → 07/2025
    Exchange Capital Management Inc
    Ann Arbor, MI
  • 07/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
  • 2024-03-18 → 2025-09-15
    Exchange Capital Management Inc
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-16
S63 Uniform Securities Agent State Law Examination 1999-10-08
  • S65 Uniform Investment Adviser Law Examination
    2024-03-16
  • S63 Uniform Securities Agent State Law Examination
    1999-10-08
Other Names
  • Jotham Zachary Monsma

View on SEC IAPD

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Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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