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Current Employers
Idb Lido Wealth, Llc

1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-14
CA RA APPROVED 2025-06-27
NJ RA APPROVED 2025-06-27
NY RA APPROVED 2025-06-27
  • FL RA
    APPROVED
    Since 2025-07-14
  • CA RA
    APPROVED
    Since 2025-06-27
  • NJ RA
    APPROVED
    Since 2025-06-27
  • NY RA
    APPROVED
    Since 2025-06-27

Branch Locations

1114 6Th Avenue 9Th Floor, New York, NY 10036 • United States

1114 6Th Avenue, 9Th Floor, New York, NY 10036 • 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
Jp Morgan Securities Llc New York NY 03/2014 06/2025
Soaring Student, Llc. East Islip NY 09/2015 Present
Jpmorgan Chase Bank New York NY 03/2015 08/2020
Jpmorgan Chase Bank New York NY 09/2020 06/2025
Idb Lido Wealth, Llc New York NY 06/2025 Present
  • 03/2014 → 06/2025
    New York, NY
  • 09/2015 → Present
    Soaring Student, Llc.
    East Islip, NY
  • 03/2015 → 08/2020
    Jpmorgan Chase Bank
    New York, NY
  • 09/2020 → 06/2025
    Jpmorgan Chase Bank
    New York, NY
  • 06/2025 → Present
    New York, NY
Previous Registrations
Other Businesses

Entity Name: Soaring Student, LLC Investment related: No Address: Private Residence Nature of the other business: Tutoring Position/Title/Relationship: Owner/Partner Start Date: 12/04/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be providing student tutoring for struggling students. I will also be providing consultation to help other tutors. *Now adding I will be helping men struggling with divorce, and others, with wellness and dating advice. This can include ecommerce items and books designed to help divorced men and others who are struggling. This is extremely important to me, I will receive minimal compensation and mostly philanthropic in nature. Entity Name: Soaring Student, LLC; Investment related: No; Address: Private Residence; Nature of the other business: Tutoring; Position/Title/Relationship: Owner/Partner; Start Date: 09/15/2015; Approximate # of hours a week: 0-10 hours; Approximate # of hours during securities trading hours: 0; Briefly describe your duties: I provide tutoring to facilitate academic and social skills success to struggling students and those wanting to excel scholastically and consulting to help other tutors. I also help divorced men and others with wellness and dating advice, which can include ecommerce items and books.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-29
S63 Uniform Securities Agent State Law Examination 2014-04-21
  • S66 Uniform Combined State Law Examination
    2020-06-29
  • S63 Uniform Securities Agent State Law Examination
    2014-04-21
Other Names
  • Drew Graves

View on SEC IAPD

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