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Inactive

William D Leathers

Lido

Wellesley, MA

Los Angeles, CA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
CA RA APPROVED 2026-02-17
  • MA RA
    APPROVED
    Since 2026-04-02
  • CA RA
    APPROVED
    Since 2026-02-17

Branch Locations

31 Washington Street 2Nd Floor, Wellesley, MA 02481 • 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
Chatham Beach & Tennis Club 12 Main St MA 06/2012 06/2018
Elon University Campus Recreation & Wellness Elon NC 06/2018 05/2021
Onedigital Farmington CT 06/2021 01/2022
St. Germain Investments Springfield MA 01/2022 06/2022
Alliance Bernstein Boston MA 06/2022 12/2025
Lido Advisors, Llc Los Angeles CA 01/2026 Present
  • 06/2012 → 06/2018
    Chatham Beach & Tennis Club
    12 Main St, MA
  • 06/2018 → 05/2021
    Elon University Campus Recreation & Wellness
    Elon, NC
  • 06/2021 → 01/2022
    Onedigital
    Farmington, CT
  • 01/2022 → 06/2022
    St. Germain Investments
    Springfield, MA
  • 06/2022 → 12/2025
    Alliance Bernstein
    Boston, MA
  • 01/2026 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-17
S63 Uniform Securities Agent State Law Examination 2023-02-22
  • S65 Uniform Investment Adviser Law Examination
    2026-02-17
  • S63 Uniform Securities Agent State Law Examination
    2023-02-22

View on SEC IAPD

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Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA

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