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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 | 2026-05-15 |
| NJ | RA | APPROVED | 2025-12-12 |
| CA | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2025-12-09 |
Branch Locations
10 Independence Blvd Suite 120, Warren, NJ 07059 • 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 |
|---|---|---|---|---|
| Fountainhead Capital Management | Edison | NJ | 01/2014 | 12/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
1) Guardian Insurance Company; not investment related; New York, NY; Life and disability insurance; Insurance agent; since 1/2017; less than hours per month during trade hours; recommend and service life and disability insurance policies // 2) National Life Group; not investment related; Horsham, PA; Life insurance; Insurance agent; since 1/2025; less than hours per month during trade hours; recommend and service life insurance policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-16 |
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