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Luke Robert Daniel

Lido

Boulder, CO

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
CA RA APPROVED 2025-01-01
CO RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
TX RA APPROVED 2024-05-31
  • CA RA
    APPROVED
    Since 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-05-31

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

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
Colorado Financial Management, Llc, A Lido Company Boulder CO 02/2023 02/2023
Lido Advisors, Llc Dba Colorado Financial Management, A Lido Co. Boulder CO 02/2023 Present
Sargent Bickham Lagudis, Llc Boulder CO 10/2007 02/2023
  • 02/2023 → 02/2023
    Colorado Financial Management, Llc, A Lido Company
    Boulder, CO
  • 02/2023 → Present
    Lido Advisors, Llc Dba Colorado Financial Management, A Lido Co.
    Boulder, CO
  • 10/2007 → 02/2023
    Sargent Bickham Lagudis, Llc
    Boulder, CO
Previous Registrations
  • 2011-04-14 → 2023-04-18
    Colorado Financial Management Llc
    Boulder, CO
  • 2003-05-09 → 2007-09-18
    Englewood, CO
    Englewood, CO
    Englewood, CO
Other Businesses

LD Flips, LLC is a real estate related entity based in Denver, CO that buys properties from tax lien auctions to rehabilitate and sell. Manager/Owner as of 4/17/2024. Estimated 2 hours of dedicated work outside of standard trade hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-02
S63 Uniform Securities Agent State Law Examination 2001-01-05
  • S66 Uniform Combined State Law Examination
    2003-05-02
  • S63 Uniform Securities Agent State Law Examination
    2001-01-05
Designations
Other Names
  • Luke R Daniel

View on SEC IAPD

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