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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 | 2025-09-22 |
| CA | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2025-09-17 |
| UT | RA | APPROVED | 2025-09-17 |
Branch Locations
6985 Union Park Center Suite 435, Cottonwood Heights, UT 84047 • 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 |
|---|---|---|---|---|
| Olympus Wealth Management, Llc | Cottonwood Heights | UT | 01/2015 | 09/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 09/2025 | Present |
1) Member of several LLCs that hold rental properties and estate planning investments; Cottonwood Heights, UT; less than 5 hours per month; duties require general oversight of business, making investment decisions, and filing necessary tax obligations. LLCs include: LSC Austen 818 LLC, LSC Austen 818 LLC, LSC Moab 818 LLC, LSC Freedom 818 LLC, and LSC Adventure 818 LLC, Olympus Wealth Management LLC, Olympus Wealth Holdings LLC, Olympus Lifecycle LLC // 2) Trustee, LSC Captain 818 Trust; Cottonwood Heights UT; less than 5 hours per month; manages various estate planning investments // 3) Trustee, The Poelman Family Trust; Cottonwood Heights UT; less than 5 hours per month; manages various estate planning investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-13 |
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