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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
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 |
|---|---|---|---|---|
| Lido Advisors, Llc | San Diego | CA | 03/2024 | Present |
| Pure Financial Advisors, Llc | San Diego | CA | 06/2022 | 03/2024 |
| Noble House Resorts | San Diego | CA | 07/2020 | 06/2022 |
| Rosewood Hotels | Montecito | CA | 11/2018 | 07/2020 |
| Poway Unified School District | San Diego | CA | 08/2017 | 07/2018 |
| Burgerfi | Leesburg | VA | 08/2016 | 04/2017 |
| San Diego State University | San Diego | CA | 08/2018 | 05/2023 |
| Riverside High School | Leesburg | VA | 08/2015 | 06/2017 |
| Westview High School | San Diego | CA | 08/2017 | 05/2018 |
Fairmont Raffles International Hotel; hospitality; chauffeur/ resort driver in greater San Diego area; started April 2024; 20-40 hours per month, 0 hours during trade day
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