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Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-22 |
| MT | RA | APPROVED | 2023-05-18 |
| TX | RA | APPROVED_RES | 2023-05-02 |
| CA | RA | APPROVED | 2023-05-01 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
11988 El Camino Real Suite 650, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rancho Santa Fe | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rancho Santa Fe | CA | 11/2016 | 01/2019 |
| First Republic Investment Management, Inc. | San Diego | CA | 01/2019 | 05/2023 |
| First Republic Securities Company, Llc | San Diego | CA | 01/2019 | 05/2023 |
| Lido Advisors, Llc | San Diego | CA | 05/2023 | Present |
1) Ridge Crest LLC. Owner of LLC that holds investment property in Whitefish Montana since 10/2022. About 1 hour per month, 0 during trade hours. 2) Namara Water Technologies, Inc. Advisory board member for company that does smart home water leak detection and pressure control since 11/2023. About 1-5 hours work per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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