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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-12 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
11988 El Camino Real Suite 650, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mascot Factory | Poway | CA | 06/2018 | 01/2020 |
| Blastmotion Inc. | San Marcos | CA | 07/2020 | 06/2022 |
| Lido Advisors, Llc | San Diego | CA | 06/2022 | Present |
| Westview High School | San Diego | CA | 08/2014 | 06/2018 |
| San Diego State University | San Diego | CA | 08/2018 | 05/2022 |
| United States Soccer Federation | San Diego | CA | 06/2012 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-10 |
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