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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 | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-16 |
| UT | RA | APPROVED | 2025-09-15 |
| CA | RA | APPROVED | 2025-09-12 |
Branch Locations
6985 Union Park Center Suite 435, Cottonwood Heights, UT 84047 • 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 |
|---|---|---|---|---|
| Park City Mountain Resort | Sandy | UT | 11/2006 | 11/2016 |
| University Of Utah Business Alumni Association | Salt Lake City | UT | 01/2012 | 12/2018 |
| Olympus Wealth Management, Llc | Cottonwood Heights | UT | 02/2015 | 09/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 09/2025 | Present |
1) Methodists Helping Methodists; Board Member; Utah; Since 10/2019; 2 hours per month; attending board meetings // 2) Krull Capital LLC; Manager; Utah; Since 4/2015; 1 hour per month; Estate Planning entity that holds investments; Duties involved with managing finances, taxes, and investments // 3) Krull Properties LLC; Manager; Utah; Since 11/2020; 1 hour per month; Estate Planning entity with purpose of holding real estate; Duties involved with managing finances, taxes, and investments // 4) Member of several LLCs that hold investments related to Olympus Wealth Management; Cottonwood Heights, UT; less than 5 hours per month; duties require general oversight of business, making investment decisions, and filing necessary tax obligations. LLCs include: Olympus Wealth Management LLC, Olympus Wealth Holdings LLC, Olympus Lifecycle LLC // 5) The Harbor Trust; Trustee; Utah; Since 7/2023; 1 hour per month; Estate Planning entity that holds investments; Duties involved with managing finances, taxes, and investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-19 |
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