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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-09 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
10 Independence Blvd Suite 120, Warren, NJ 07059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountainhead Capital Mgmt | Edison | NJ | 11/2013 | 12/2025 |
| Fountainhead Am, Llc | Edison | NJ | 07/2017 | 12/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
1) Managing member of Diesel Financial Stategies, LLC, a personal investment vehicle to hold equity and income. Based in NJ since 2014. Less than 1 hour per month. // 2) Finance Trustee of Reeves-Reed Arboretum in Summit, NJ. Administrative and financial management duties. Less than 5 hours per month. 3) Fountainhead Capital Management, LLC; investment related; Warren, NJ; financial planning and investment management; partner; since 2015; 1-5 hours per month - possibly during trade hours; LLC is winding down operations after acquisition/merger with Lido - fulfilling existing admin and tax reporting obligations 4) Fountainhead Protection Strategies, LLC; not investment related; Warren, NJ; life and disability insurance; partner; since 2015; 1-5 hours per month - possibly during trade hours; LLC is winding down operations after acquisition/merger with Lido - fulfilling existing admin and tax reporting obligations
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-09 |
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