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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 | 2024-06-07 |
| TX | RA | APPROVED | 2024-06-03 |
| CA | RA | APPROVED | 2024-03-28 |
| CO | RA | APPROVED | 2024-03-28 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
4848 Thompson Parkway Suite 320, Johnstown, CO 80534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colorado Financial Management Llc | Boulder | CO | 01/2016 | 02/2024 |
| Lido Advisors, Llc | Johnstown | CO | 02/2024 | Present |
1) Member of CFM Holdings, LLC which owns the Lido office space in Johnstown, CO. 2) Owner of rented residential real estate in Colorado. Spends 1-5 hours per month on landlord responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-23 |
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