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Account
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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 | 2024-02-06 |
| CA | RA | APPROVED | 2023-05-02 |
| TX | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | San Diego | CA | 01/2019 | 05/2023 |
| Wells Fargo Bank, Na | San Diego | CA | 09/2005 | 01/2019 |
| First Republic Securities Company, Llc | San Diego | CA | 01/2019 | 05/2023 |
| Lido Advisors, Llc | San Diego | CA | 05/2023 | Present |
1) Name: KJ5 Legacy LLC Address: 15900 Fontaine Ave. Austin TX 78734 Investment-related: No Nature of the business: Real Estate Role: Member/Owner Start Date: 11/11/2021 Description of duties: Acquire rental real estate Number of hours each month: Less than 5 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-17 |
| S66 | Uniform Combined State Law Examination | 2001-11-05 |
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