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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-26 |
| CA | RA | APPROVED | 2026-05-11 |
Branch Locations
489 Fifth Avenue 2Nd Floor, New York, NY 10017 • 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 | 05/2026 | Present |
| Lido Advisors, Llc | Los Angeles | CA | 01/2026 | 05/2026 |
| Club Ethos | New York | NY | 01/2023 | Present |
| Banks Capital | New York | NY | 01/2022 | 01/2026 |
| Kinfolk Venture Capital | New York | NY | 01/2020 | 12/2023 |
| Paypal Holdings Inc | New York | NY | 07/2017 | 05/2021 |
| Tinker Growth | New York | NY | 01/2015 | 12/2017 |
Club Ethos, 20 Mall Road, Burlington, MA 01773. Investment-related: Yes. Nature of business: Private family office providing wealth management, investment advisory, and brand advisory services to professional athletes and artists. Position: Managing Director. Start date: January 2023. Approximate hours per month: 20. Hours during securities trading hours: 0. Duties: Provide capital management and strategic advisory services including portfolio oversight across venture capital, private equity, and private credit on behalf of existing clients. Additionally facilitate brand partnerships and endorsement advisory between clients and consumer brands.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-09 |
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