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Inactive

Dylan Fagundes

Lido

Boulder, CO

Los Angeles, CA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-17
CO RA APPROVED 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-17
  • CO RA
    APPROVED
    Since 2025-11-17

Branch Locations

4840 Pearl East Circle Suite 300E, Boulder, CO 80301 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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
Lido Advisors, Llc Los Angeles CA 05/2025 Present
Pacific Premier Trust Denver CO 10/2023 05/2025
Jacquard Hotel Denver CO 09/2022 09/2023
Kroenke Sports & Entertainment Denver CO 09/2022 09/2023
Safeway Boulder CO 02/2022 08/2022
Rosenberg's Boulder CO 09/2021 12/2021
Blackjack Pizza Boulder CO 06/2021 08/2021
Malm And Fagundes Llp Stockton CA 04/2017 05/2021
Saint Mary's High School Stockton CA 10/2015 04/2018
University Of Colorado, Boulder Boulder CO 10/2018 04/2022
  • 05/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 10/2023 → 05/2025
    Pacific Premier Trust
    Denver, CO
  • 09/2022 → 09/2023
    Jacquard Hotel
    Denver, CO
  • 09/2022 → 09/2023
    Kroenke Sports & Entertainment
    Denver, CO
  • 02/2022 → 08/2022
    Safeway
    Boulder, CO
  • 09/2021 → 12/2021
    Rosenberg's
    Boulder, CO
  • 06/2021 → 08/2021
    Blackjack Pizza
    Boulder, CO
  • 04/2017 → 05/2021
    Malm And Fagundes Llp
    Stockton, CA
  • 10/2015 → 04/2018
    Saint Mary's High School
    Stockton, CA
  • 10/2018 → 04/2022
    University Of Colorado, Boulder
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17

View on SEC IAPD

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