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Inactive

Valerie Anne Tanner

Lido

Los Angeles, CA

Cottonwood Heights, UT

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-09-22
  • UT RA
    APPROVED
    Since 2025-09-22

Branch Locations

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

6985 Union Park Center Suite 435, Cottonwood Heights, UT 84047 • 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
Morgan Stanley South Jordan UT 06/2005 11/2018
Addepar Salt Lake City UT 11/2018 07/2019
Olympus Wealth Management Cottonwood Heights UT 09/2019 09/2025
Lido Advisors, Llc Los Angeles CA 09/2025 Present
  • 06/2005 → 11/2018
    Morgan Stanley
    South Jordan, UT
  • 11/2018 → 07/2019
    Addepar
    Salt Lake City, UT
  • 09/2019 → 09/2025
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 09/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
  • 2019-09-20 → 2025-09-19
    Olympus Wealth Management, Llc
    Cottonwood Heights, UT
  • 2018-04-03 → 2018-11-19
    Morgan Stanley
    South Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-02
  • S66 Uniform Combined State Law Examination
    2018-04-02
Other Names
  • Valerie Anne Christensen
  • Valerie Anne Tanner
  • Valerie Anne Skinner

View on SEC IAPD

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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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