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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 | 2025-01-10 |
| CA | RA | APPROVED | 2024-12-12 |
| CO | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boulder | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boulder | CO | 11/2016 | 07/2019 |
| Platte River Wealth Advisors, Llc | Boulder | CO | 07/2019 | 12/2024 |
| Lido Advisors, Llc | Louisville | CO | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-29 |
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