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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 | 2025-07-24 |
| CA | RA | APPROVED | 2025-07-21 |
| MI | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
110 Miller Avenue First Floor, Ann Arbor, MI 48104 • 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 |
|---|---|---|---|---|
| Exchange Capital Managment, Inc. | Ann Arbor | MI | 01/2017 | 07/2025 |
| Unemployed | Huntington Woods | MI | 09/2016 | 01/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2025 | Present |
1) ST. JOHN'S EPISCOPAL CHURCH'S FINANCE COMMITTEE (ROYAL OAK, MI), FINANCE COMMITTEE OF A RELIGIOUS ORGANIZATION, SINCE 01/2023, NOT INVESTMENT RELATED, LESS THAN 5 HOURS PER MONTH; 2) MARKETS GROUP, INDUSTRY CONTENT PUBLISHER AND CONFERENCE ORGANIZER, MEMBER OF MARKETS GROUP PRIVATE WEALTH ADVISORY BOARD, SINCE 01/2023, NOT INVESTMENT RELATED, LESS THAN 5 HOURS PER MONTH; 3) CFA SOCIETY DETROIT, LOCAL CHAPTER OF THE CFA INSTITUTE, VOLUNTEER, SINCE 01/2023, NOT INVESTMENT RELATED, LESS THAN 5 HOURS PER MONTH; 4) HUNTINGTON WOODS MEN'S CLUB, COMMUNITY SERVICE, BOARD MEMBER, SINCE 08/2023, NOT INVESTMENT RELATED, LESS THAN 5 HOURS PER MONTH; and 5) EXCHANGE CAPITAL MANAGEMENT, INC; INVESTMENT RELATED; SHAREHOLDER; LEGACY OPERATING ENTITY FOR CORPORATION IN PROCESS OF DISSOLVING; ANN ARBOR, MI SINCE 2017; LESS THAN 5 HOURS PER MONTH; PRESIDE OVER TERMINATION OF OPERATIONS
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