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Jordan Tyler Kunz

Lido

Los Angeles, CA

Boulder, CO

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-26
CA RA APPROVED 2023-04-14
CO RA APPROVED 2023-04-14
  • TX RA
    APPROVED
    Since 2026-03-26
  • CA RA
    APPROVED
    Since 2023-04-14
  • CO RA
    APPROVED
    Since 2023-04-14

Branch Locations

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

4840 Pearl East Circle Suite 300E, Boulder, CO 80301 • 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
OrganizationCityStateFromTo
Sargent Bickham Lagudis, Llc Boulder CO 10/2012 02/2023
Lido Advisors, Llc Dba Colorado Financial Management, A Lido Co. Boulder CO 02/2023 Present
  • 10/2012 → 02/2023
    Sargent Bickham Lagudis, Llc
    Boulder, CO
  • 02/2023 → Present
    Lido Advisors, Llc Dba Colorado Financial Management, A Lido Co.
    Boulder, CO
Previous Registrations
  • 2015-09-10 → 2023-04-18
    Colorado Financial Management Llc
    Boulder, CO
Designations
Other Names
  • Jordan T Kunz

View on SEC IAPD

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