Best Investors Account Sign in
Inactive

Courtney Hale Blum

Lido

Dallas, TX

Los Angeles, CA

Claim This Profile
Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-10
CA RA APPROVED 2024-04-25
TX RA APPROVED 2024-04-25
  • NY RA
    APPROVED
    Since 2025-11-10
  • CA RA
    APPROVED
    Since 2024-04-25
  • TX RA
    APPROVED
    Since 2024-04-25

Branch Locations

2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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
Centerstone Investors, Llc New York NY 05/2016 11/2023
Northern Lights Distributors, Llc Elkhorn NE 06/2016 11/2023
Lido Advisors, Llc Los Angeles CA 11/2023 Present
  • 05/2016 → 11/2023
    Centerstone Investors, Llc
    New York, NY
  • 06/2016 → 11/2023
    Northern Lights Distributors, Llc
    Elkhorn, NE
  • 11/2023 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-25
S63 Uniform Securities Agent State Law Examination 2013-06-21
  • S65 Uniform Investment Adviser Law Examination
    2024-04-25
  • S63 Uniform Securities Agent State Law Examination
    2013-06-21
Other Names
  • Courtney Shea Hale
  • Courtney Shea Blum
  • Courtney Shea Hale

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor