Inactive

Jenny Marie Dudrey

Los Angeles, CA

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Current Employers

Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-07
CA	RA	APPROVED	2025-01-01
CO	RA	APPROVED	2025-01-01
TX	RA	APPROVED	2024-12-12

FL RA
APPROVED

Since 2025-01-07
CA RA
APPROVED

Since 2025-01-01
CO RA
APPROVED

Since 2025-01-01
TX RA
APPROVED

Since 2024-12-12

Branch Locations

726 Front Street Suite 230, Louisville, CO 80027 • 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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Denver	CO	06/2014	11/2016
Wells Fargo Clearing Services, Llc	Denver	CO	11/2016	07/2019
Platte River Wealth Advisors, Llc	Louisville	CO	07/2019	12/2024
Lido Advisors, Llc	Louisville	CO	12/2024	Present

06/2014 → 11/2016

Wells Fargo Advisors, Llc

Denver, CO
11/2016 → 07/2019

Wells Fargo Clearing Services, Llc

Denver, CO
07/2019 → 12/2024

Platte River Wealth Advisors, Llc

Louisville, CO
12/2024 → Present

Lido Advisors, Llc

Louisville, CO

Previous Registrations

2019-07-08 → 2025-02-06

Platte River Wealth Advisors, Llc

Louisville, CO
2014-07-08 → 2019-07-10

Wells Fargo Clearing Services, Llc

Denver, CO

Boulder, CO
2011-10-13 → 2013-04-26

Ameriprise Financial Services, Llc

Broomfield, CO
2011-01-03 → 2011-02-23

Wells Fargo Clearing Services, Llc

Boulder, CO
2006-01-30 → 2011-01-03

Wells Fargo Investments, Llc

Boulder, CO

Fairfield, CA
2005-11-09 → 2006-01-18

Morgan Stanley Dw Inc.

Napa, CA

Other Businesses

NOTARY PUBLIC IN COLORADO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-11-08
S63	Uniform Securities Agent State Law Examination	2002-06-28

S65 Uniform Investment Adviser Law Examination

2005-11-08
S63 Uniform Securities Agent State Law Examination

2002-06-28

Other Names

Marie James
Jenny Marie James

View on SEC IAPD

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