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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 2026-05-06
UT RA APPROVED 2026-05-06
  • CA RA
    APPROVED
    Since 2026-05-06
  • UT RA
    APPROVED
    Since 2026-05-06

Branch Locations

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

6985 Union Park Center Suite 435, Cottonwood Heights, UT 84047 • 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 05/2026 Present
John Henry Smith Insurance Bountiful UT 08/2023 05/2026
Church Of Jesus Christ Of Latter Day Saints Manchester NH 08/2021 08/2023
Full Time Education Farmington UT 01/2016 08/2021
  • 05/2026 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 08/2023 → 05/2026
    John Henry Smith Insurance
    Bountiful, UT
  • 08/2021 → 08/2023
    Church Of Jesus Christ Of Latter Day Saints
    Manchester, NH
  • 01/2016 → 08/2021
    Full Time Education
    Farmington, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-10-30

View on SEC IAPD

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