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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-29 |
| GA | RA | APPROVED | 2023-11-20 |
| CA | RA | APPROVED | 2023-11-02 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
115 Perimeter Center Place Suite 875, Atlanta, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nike | Woodstock | GA | 05/2017 | 08/2017 |
| Orlando City Soccer Club | Orlando | FL | 09/2017 | 01/2018 |
| Hawkers Asian Street Fare | Orlando | FL | 08/2019 | 12/2019 |
| Capco | Orlando | FL | 07/2020 | 11/2022 |
| Lido Advisors, Llc | Atlanta | GA | 12/2022 | Present |
| Uber | Atlanta | GA | 12/2017 | Present |
| Marco's Pizza | Woodstock | GA | 01/2018 | 12/2018 |
| University Of Central Florida | Orlando | FL | 08/2016 | 12/2019 |
Uber; not investment related; San Francisco; delivery driver; start date 12/2017; 1-2 hours a month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-13 |
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