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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2025-12-09 |
Branch Locations
12667 Alcosta Blvd Suite 150, San Ramon, CA 94583 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Walnut Creek | CA | 02/2013 | Present |
| Mml Investors Services Llc | Walnut Creek | CA | 04/2013 | 08/2018 |
| Fountainhead Capital Management, Llc | Walnut Creek | CA | 09/2018 | 12/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
1) MassMutual Life Insurance Company; not investment related; San Ramon, CA; started 2/2013; individual agent; about 40 hours per month primarily during trade hours; selling and managing life insurance 2) Westcoast FH, LLC; not investment related; San Ramon, CA; started 11/2018; partner; less than 5 hours per month; entity set up to assist with insurance business compensation and expenses 3) 1847Financial LLC; not investment related; San Ramon, CA; started 2/2013; individual agent; less than 5 hours per month primarily during trade hours; selling and managing life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-27 |
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