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Inactive

Jeffrey Anton Christie

Lido

Los Angeles, CA

San Diego, CA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-10
TX RA APPROVED_RES 2024-08-14
CA RA APPROVED 2015-07-01
  • FL RA
    APPROVED
    Since 2024-09-10
  • TX RA
    APPROVED_RES
    Since 2024-08-14
  • CA RA
    APPROVED
    Since 2015-07-01

Branch Locations

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

11988 El Camino Real Suite 650, San Diego, CA 92130 • 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
Ken Stern & Associates San Diego CA 12/2005 12/2018
Asset Planning Solutions, Inc. San Diego CA 11/2004 12/2021
Investment Security Corporation Calabasas CA 12/2016 12/2018
Lido Advisors, Llc San Diego CA 07/2015 Present
  • 12/2005 → 12/2018
    Ken Stern & Associates
    San Diego, CA
  • 11/2004 → 12/2021
    Asset Planning Solutions, Inc.
    San Diego, CA
  • 12/2016 → 12/2018
    Investment Security Corporation
    Calabasas, CA
  • 07/2015 → Present
    Lido Advisors, Llc
    San Diego, CA
Previous Registrations
  • 2005-12-12 → 2019-01-30
    Ken Stern & Associates Inc
    San Diego, CA
  • 2014-03-12 → 2015-07-22
    Lido Advisors
    Beverly Hills, CA
    San Diego, CA
Other Businesses

Licensed as California Insurance Agent for life insurance since 2004. Not actively using or doing business but maintains a valid license.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-29
  • S66 Uniform Combined State Law Examination
    2005-09-29

View on SEC IAPD

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TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

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DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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