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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-04-10 |
| CA | RA | APPROVED | 2024-10-10 |
| OH | RA | APPROVED | 2024-10-10 |
Branch Locations
29 South High Street Suite A, New Albany, OH 43054 • 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 |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2022 | Present |
| Shore Morgan Young | Worthington | OH | 05/2021 | 10/2024 |
| The Ohio State University | Columbus | OH | 09/2017 | 04/2021 |
| Pickaway County Public Health | Circleville | OH | 06/2020 | 08/2020 |
| Sutherlands | Circleville | OH | 05/2018 | 08/2018 |
| Buckeye Station | Stoutsville | OH | 07/2016 | 12/2016 |
| Logan Elm Local School District | Circleville | OH | 09/2005 | 05/2017 |
| Kroger Co. | Circleville | OH | 03/2017 | 08/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2024 | Present |
LIDO ADVISORS LLC POSITION: Wealth Manager, IAR NATURE: Financial Services, IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 123 START DATE: 10/04/2024 ADDRESS: 29 S High Street, Suite A, New Albany OH 43054, United States DESCRIPTION: Wealth manager for our RIA. This is the firm that acquired Shore Morgan Young/Private Wealth Strategies LLC. IAR duties.
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