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Benjamin W Bruner

Lido

Los Angeles, CA

Los Gatos, CA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-29
CA RA APPROVED 2025-04-23
  • TX RA
    APPROVED
    Since 2025-08-29
  • CA RA
    APPROVED
    Since 2025-04-23

Branch Locations

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

15425 Los Gatos Blvd Suite 151, Los Gatos, CA 95032 • 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
Ups San Francisco CA 04/2017 04/2020
Student San Diego CA 04/2020 03/2023
Student San Francisco CA 08/2015 04/2017
Northwestern Mutual Investment Services Llc La Jolla CA 11/2021 11/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2021 11/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2024 11/2024
Lido Advisors, Llc Los Angeles CA 04/2025 Present
Unemployed San Francisco CA 11/2024 04/2025
  • 04/2017 → 04/2020
    Ups
    San Francisco, CA
  • 04/2020 → 03/2023
    Student
    San Diego, CA
  • 08/2015 → 04/2017
    Student
    San Francisco, CA
  • 11/2021 → 11/2024
    Northwestern Mutual Investment Services Llc
    La Jolla, CA
  • 06/2021 → 11/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 02/2024 → 11/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 11/2024 → 04/2025
    Unemployed
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2022-08-26
Other Names
  • Benjamin W Bruner
  • Ben Bruner

View on SEC IAPD

Other Firms

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WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
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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