Inactive

Barry Philip Julien

F/M Investments LLC

Los Angeles, CA

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Current Employers

F/M Investments Llc

900 19Th St Nw Suite 203, Washington, DC 20006 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-16

CA RA
APPROVED

Since 2025-10-16

Branch Locations

900 19Th St Nw Suite 203, Washington, DC 20006 • 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

Organization	City	State	From	To
First Western Capital Management Company	Los Angeles	CA	04/2010	12/2020
F/M Investments Llc	Washington	DC	11/2020	Present
F/M Acceleration Llc	Los Angeles	CA	11/2020	Present
Oakhurst Capital Management	Los Angeles	CA	11/2020	Present
Lido Advisors, Llc	Los Angeles	CA	12/2020	Present

04/2010 → 12/2020

First Western Capital Management Company

Los Angeles, CA
11/2020 → Present

F/M Investments Llc

Washington, DC
11/2020 → Present

F/M Acceleration Llc

Los Angeles, CA
11/2020 → Present

Oakhurst Capital Management

Los Angeles, CA
12/2020 → Present

Lido Advisors, Llc

Los Angeles, CA

Previous Registrations

2021-01-20 → 2026-07-07

Oakhurst Capital Advisors, Llc

Washington, DC

Los Angeles, CA
2021-01-06 → 2025-04-03

Lido

Los Angeles, CA
2010-05-06 → 2020-12-04

First Western Capital Management Company

Los Angeles, CA
2009-09-24 → 2010-05-19

First Western Investment Management, Inc.

Los Angeles, CA
2005-03-30 → 2009-08-06

Stonebridge Capital Management Inc

Los Angeles, CA

Designations

View on SEC IAPD

More in Washington, DC

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