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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-20 |
| CA | RA | APPROVED | 2026-03-27 |
Branch Locations
115 Perimeter Center Place Suite 875, Atlanta, GA 30346 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lido Advisors, Llc | Los Angeles | CA | 10/2024 | 03/2026 |
| Elwood & Goetz | Athens | GA | 02/2024 | 09/2024 |
| The Georgia Club | Athens | GA | 09/2021 | 02/2024 |
| Rafferty's | Athens | GA | 07/2021 | 09/2021 |
| Northside High School | Columbus | GA | 03/2016 | 05/2019 |
| Texas Roadhouse | Athens | GA | 08/2020 | 07/2021 |
| Georgia State University | Atlanta | GA | 08/2019 | 05/2020 |
| Plato's Closet | Columbus | GA | 09/2018 | 07/2019 |
| Lido Advisors, Llc | Los Angeles | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-27 |
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