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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED_RES | 2024-10-29 |
| CO | RA | APPROVED | 2024-01-03 |
| CA | RA | APPROVED | 2022-08-15 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lido Advisors, Llc | Los Angeles | CA | 06/2021 | Present |
| Olukai | Irvine | CA | 08/2017 | 09/2018 |
| Olukai | Irvine | CA | 06/2016 | 09/2016 |
| Boston College | Chestnut Hill | CA | 02/2015 | 05/2017 |
| Unemployed | Laguna Beach | CA | 09/2018 | 06/2021 |
| Boston College | Chestnut Hill | MA | 09/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-13 |
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