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Inactive

Virginia Elizabeth Aaron

Lido

Los Angeles, CA

Wellesley, MA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-01
FL RA APPROVED 2024-10-02
TX RA APPROVED 2024-09-19
CA RA APPROVED 2023-11-21
  • MA RA
    APPROVED
    Since 2024-11-01
  • FL RA
    APPROVED
    Since 2024-10-02
  • TX RA
    APPROVED
    Since 2024-09-19
  • CA RA
    APPROVED
    Since 2023-11-21

Branch Locations

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

31 Washington Street 2Nd Floor, Wellesley, MA 02481 • 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
Robertson Stephens Securities Llc San Francisco CA 06/2015 01/2017
Claybrook Capital, Llc Wellesley MA 01/2017 11/2023
Robertson Stephens Advisors Llc Boston MA 06/2015 01/2017
Lido Advisors, Llc Boston MA 11/2023 Present
  • 06/2015 → 01/2017
    Robertson Stephens Securities Llc
    San Francisco, CA
  • 01/2017 → 11/2023
    Claybrook Capital, Llc
    Wellesley, MA
  • 06/2015 → 01/2017
    Robertson Stephens Advisors Llc
    Boston, MA
  • 11/2023 → Present
    Lido Advisors, Llc
    Boston, MA
Previous Registrations
  • 2017-01-04 → 2023-12-14
    Claybrook Capital, Llc
    Wellesley, MA
  • 2015-06-18 → 2017-01-05
    Robertson Stephens Advisors
    Boston, MA
  • 2007-04-02 → 2008-07-11
    Morgan Stanley & Co. Llc
    Boston, MA
  • 2007-03-12 → 2007-04-02
    Morgan Stanley Dw Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-16
S66 Uniform Combined State Law Examination 2007-03-10
  • S65 Uniform Investment Adviser Law Examination
    2024-09-16
  • S66 Uniform Combined State Law Examination
    2007-03-10
Other Names
  • Virginia Madden

View on SEC IAPD

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WEALTHSPIRE RETIREMENT ADVISORY

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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