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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| CA | RA | APPROVED | 2024-12-12 |
| CO | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED | 2024-12-12 |
Branch Locations
726 Front Street Suite 230, Louisville, CO 80027 • 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 |
|---|---|---|---|---|
| Wells Fargo Private Bank | Denver | CO | 06/2000 | 07/2019 |
| Platte River Wealth Advisors | Denver | CO | 07/2019 | 12/2024 |
| Lido Advisors, Llc | Louisville | CO | 12/2024 | Present |
1) Colorado Foundation for Conductive Education; Non-investment related; Non-profit organization in Arvada, CO; Board Member since 2015; Less than 5 hours per month during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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