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Inactive

Shane Taylor Sawyer Jones

Lido

Los Angeles, CA

Dallas, TX

CRD 7535984

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Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
TX RA APPROVED 2022-12-05
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-12-05

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

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
Lido Advisors, Llc Los Angeles CA 06/2022 Present
Mounds Public Schools Mounds OK 06/2019 06/2022
Union Public Schools Tulsa OK 12/2018 06/2019
University Of Tulsa Tulsa OK 07/2014 12/2018
University Of Tulsa Tulsa OK 05/2015 12/2018
  • 06/2022 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 06/2019 → 06/2022
    Mounds Public Schools
    Mounds, OK
  • 12/2018 → 06/2019
    Union Public Schools
    Tulsa, OK
  • 07/2014 → 12/2018
    University Of Tulsa
    Tulsa, OK
  • 05/2015 → 12/2018
    University Of Tulsa
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-05
  • S65 Uniform Investment Adviser Law Examination
    2022-12-05

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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