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Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-05 |
| FL | RA | APPROVED | 2025-02-17 |
| CA | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lido Advisors, Llc | Dallas | TX | 12/2021 | Present |
| Unemployed | Westlake | TX | 09/2021 | 12/2021 |
| Spectrum Financial Group | Dallas | TX | 07/2021 | 09/2021 |
| Unemployed | Waco | TX | 05/2021 | 07/2021 |
| Baylor University | Waco | TX | 08/2017 | 05/2021 |
| Ninfa's Mexican Restaurant | Waco | TX | 11/2020 | 04/2021 |
| Teriyaki Park | Waco | TX | 07/2020 | 09/2020 |
| Cephas Partners | Southlake | TX | 06/2019 | 07/2019 |
| Dent Magic Xpress | Arlington | TX | 06/2018 | 08/2018 |
| Sushi Zushi | Southlake | TX | 06/2017 | 08/2017 |
| Carroll Senior High School | Southlake | TX | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-29 |
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