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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-10 |
| TX | RA | APPROVED | 2024-08-26 |
| CA | RA | APPROVED | 2021-10-11 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
11988 El Camino Real Suite 650, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfg Wealth Management | San Diego | CA | 06/2018 | 08/2018 |
| Social Policy Institute | San Diego | CA | 07/2017 | 07/2018 |
| San Diego State University | San Diego | CA | 08/2014 | 05/2018 |
| Self | San Diego | CA | 08/2018 | 11/2018 |
| Lpl Financial | San Diego | CA | 11/2018 | 08/2021 |
| Lido Advisors, Llc | San Diego | CA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
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