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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 | 2025-10-13 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| 55 Capital Partners | San Francisco | CA | 05/2016 | 06/2017 |
| Clearrock Capital Llc | San Francisco | CA | 07/2017 | 06/2020 |
| Mercer Global Advisors Inc. | San Francisco | CA | 07/2020 | 12/2020 |
| Robertson Stephens Wealth Management, Llc | San Francisco | CA | 01/2021 | 06/2024 |
| Robertson Stephens Capital Markets, Llc | San Francisco | CA | 10/2021 | 06/2022 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2024 | Present |
1) NH Ventures, LLC; Investment Related; PO Box 1174, Ross, CA 94957; Personally-owned LLC used as a pass through entity for own personal, passive private investments; October 2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-31 |
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