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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-01 |
| FL | RA | APPROVED | 2019-10-22 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1875 Nw Corporate Boulevard Suite 110, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Boca Raton | FL | 11/2008 | 10/2019 |
| Bank Of America, Na | Boca Raton | FL | 12/2009 | 10/2019 |
| Lido Advisors, Llc | Boca Raton | FL | 10/2019 | Present |
| Lido Tax Llc | Los Angeles | CA | 04/2021 | Present |
Name: Lido Tax LLC investment related: No address: 1875 Century Park E. Suite 950 Los Angeles, CA 90067 position: Director number of hours/month: 10-15 hrs describe duties: business planning, establish and review SOPs/workflow, weekly team meetings, supervising/monitoring operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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