Derek Robert Tam

Current Employers

Lido

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-28
CA	RA	APPROVED	2023-03-14

TX RA
APPROVED

Since 2025-08-28
CA RA
APPROVED

Since 2023-03-14

Branch Locations

15423 Los Gatos Blvd Suite 151, Los Gatos, CA 95032 • 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

Organization	City	State	From	To
Boston Private Wealth Llc	San Francisco	CA	10/2014	07/2021
Lido Advisors, Llc	Los Angeles	CA	02/2023	Present
Svb Financial Group	San Francisco	CA	07/2021	02/2023

10/2014 → 07/2021

Boston Private Wealth Llc

San Francisco, CA
02/2023 → Present

Lido Advisors, Llc

Los Angeles, CA
07/2021 → 02/2023

Svb Financial Group

San Francisco, CA

Previous Registrations

2014-11-04 → 2023-02-27

Svb Wealth

San Francisco, CA

San Francisco, CA
2013-08-07 → 2014-11-26

Banyan Partners, Llc

San Francisco, CA
2010-07-23 → 2013-08-07

Silver Bridge

Redwood City, CA

Boston, MA

San Francisco, CA
2007-08-21 → 2010-12-23

H&S Financial Advisors Llc

Redwood City, CA

Other Businesses

Hapa Brewing Company; not investment related; San Jose, California; Co-Owner/Investor; Board of Directors/Finance; 6-10 hrs/mnth during non business hours; 0 hours during trading hours;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-07-27

S66 Uniform Combined State Law Examination

2007-07-27

Designations

View on SEC IAPD