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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-19 |
| OK | RA | APPROVED | 2025-05-19 |
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 |
|---|---|---|---|---|
| Elevate Hoops | Tulsa | OK | 09/2018 | 03/2020 |
| Score Basketball | Tulsa | OK | 05/2020 | 09/2020 |
| Inspire Financial Group | Tulsa | OK | 01/2021 | 12/2021 |
| The Advancement Group | Tulsa | OK | 01/2022 | 05/2025 |
| Cg Advisory Services Llc | Haslett | MI | 03/2023 | 05/2025 |
| Unemployed | Tulsa | OK | 09/2020 | 01/2021 |
| Oral Roberts University | Tulsa | OK | 08/2017 | 05/2021 |
| Unemployed | Tulsa | OK | 03/2013 | 05/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 05/2025 | Present |
1) Health Insurance; POSITION: Sole Proprietor; NATURE: Insurance sales and premium renewals; INV REL: No; NUMBER OF HRS: 1-5/ month and 0 hrs during trade day; START DATE: 1/1/2022; ADDR: Jenks, OK;DESCRIPTION: Providing insurance such as Medicare & private health insurance to individuals, not actively soliciting business but collect premium renewals 2) Owner of RP Systems LLC; Not investment related; NATURE: holder of federal firearm license to sell ; 1-2 hours per month and 0 hrs during trade day; START DATE: 5/1/2023; DESCRIPTION: selling firearms and optics to family and friends
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-19 |
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