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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 | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-05-29 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sargent Bickham Lagudis, Llc | Boulder | CO | 03/2005 | 02/2023 |
| Lido Advisors, Llc Dba Colorado Financial Management, A Lido Co. | Boulder | CO | 02/2023 | Present |
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