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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-12 |
| CA | RA | APPROVED | 2026-03-11 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
29 S High Street Suite A, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 04/2022 |
| Blastone International | Columbus | OH | 05/2017 | 06/2018 |
| State Farm | Hilliard | OH | 06/2018 | 08/2018 |
| Full-Time Education | Columbus | OH | 08/2016 | 05/2017 |
| Full-Time Education | Columbus | OH | 08/2018 | 05/2019 |
| Extended Travel | Columbus | OH | 05/2019 | 08/2019 |
| Mutual Of America Securities Llc. | Columbus | OH | 04/2022 | 01/2025 |
| Mariner | Overland Park | KS | 10/2025 | 01/2026 |
| Self Study And Extended Travel | Columbus | OH | 01/2025 | 10/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S66 | Uniform Combined State Law Examination | 2019-10-12 |
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