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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 | 2025-12-08 |
Branch Locations
12667 Alcosta Blvd Suite 150, San Ramon, CA 94583 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Oakland | CA | 06/2012 | 02/2018 |
| Bank Of America, N.A. | Oakland | CA | 12/2012 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2018 | 08/2019 |
| Unemployed | Concord | CA | 02/2018 | 06/2018 |
| Bank Of America, N.A. | San Francisco | CA | 06/2018 | 08/2019 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 08/2019 | 08/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 08/2023 |
| Fountainhead Capital Management | San Ramon | CA | 08/2023 | 12/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2019 | 08/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-14 |
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