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1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-18 |
| CA | RA | APPROVED | 2024-07-11 |
| NY | RA | APPROVED | 2024-07-11 |
Branch Locations
1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
477 Madison Avenue 6Th Floor, New York, NY 10022 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-14 |
| NY | RA | APPROVED | 2024-05-14 |
Branch Locations
489 Fifth Ave 2Nd Floor, New York, NY 10017 • 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 |
|---|---|---|---|---|
| John Hancock | Boston | MA | 10/2020 | 05/2022 |
| John Hancock Distributors Llc | Boston | MA | 10/2020 | 05/2022 |
| Wellesley Youth Lacrosse Club | Wellesley | MA | 09/2020 | 08/2021 |
| Vdc Reserch | Natick | MA | 06/2019 | 08/2019 |
| Sandy Burr Country Club | Wayland | MA | 06/2018 | 08/2018 |
| Sheldon Calvary Camp | Conneaut | OH | 06/2017 | 08/2017 |
| Unemployed | Wellesley | MA | 05/2020 | 08/2020 |
| Union College | Schenectady | NY | 09/2016 | 06/2020 |
| Masterworks | New York | NY | 06/2022 | 06/2023 |
| Arete Wealth Management, Llc | Chicago | IL | 06/2022 | 06/2023 |
| Arete Wealth Advisors, Llc | Chicago | IL | 06/2022 | 06/2023 |
| Masterworks Advisers, Llc | New York | NY | 06/2023 | 12/2023 |
| Lido Advisors, Llc | New York | NY | 05/2024 | Present |
| Unemployed | New York | NY | 01/2024 | 05/2024 |
| Idb Lido Wealth, Llc | New York | NY | 05/2024 | Present |
Griffin Morgan is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. IDB Lido Wealth, LLC Is a joint venture between Lido Advisors, LLC and IDB New York. Mr. Morgan is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entitles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-16 |
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