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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-22 |
| NY | RA | APPROVED | 2025-05-30 |
| FL | RA | APPROVED | 2024-11-19 |
| CA | RA | APPROVED | 2024-10-10 |
| OH | RA | APPROVED | 2024-10-10 |
Branch Locations
29 South High Street Suite A, New Albany, OH 43054 • United States
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 |
|---|---|---|---|---|
| Shore Morgan Young Wealth Strategies | Worthington | OH | 11/2005 | 10/2024 |
| Capital Analysts Incorporated | Worthington | OH | 04/2011 | 10/2024 |
| Lincoln Investment | Worthington | OH | 06/2012 | Present |
| Capital Analysts | Worthington | OH | 06/2012 | 10/2024 |
| Private Wealth Strategies, L.L.C. | Worthington | OH | 09/2018 | 10/2024 |
| Lido Advisors, Llc | New Albany | OH | 10/2024 | Present |
FIXED LIFE AND HEALTH INSURANCE SALES AND SERVICE POSITION: Principal NATURE: Sale and Servuce INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 03/04/1974 ADDRESS: 29 South High St, Ste A, New Albany OH 43054, United States DESCRIPTION: Sales and service of life and health insurance products. LIDO ADVISORS, LLC POSITION: IAR, Senior Managing Director NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 10/04/2024 ADDRESS: 29 South High Street, Suite A, New Albany OH 43054, United States DESCRIPTION: IAR duties. Managing clients assets and financial management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-24 |
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