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Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-24 |
| TX | RA | APPROVED | 2020-06-24 |
| CA | RA | APPROVED | 2019-04-11 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | New York | NY | 06/2016 | 07/2018 |
| Lido Advisors, Llc | Dallas | TX | 01/2019 | Present |
| Unemployed | New York | NY | 07/2018 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-31 |
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