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Inactive

Tracy Wright

Lido

Warren, NJ

Los Angeles, CA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-10
  • CA RA
    APPROVED
    Since 2026-08-10

Branch Locations

10 Independence Blvd Suite 120, Warren, NJ 07059 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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 12/2025 08/2026
Fountainhead Advisors Warren NJ 01/2022 12/2025
Scotch Plains-Fanwood Public Schools Scotch Plains NJ 03/2021 12/2021
Organized Transitions Llc Scotch Plains NJ 11/2019 05/2021
Homemaker/ Community Volunteer Fanwood NJ 03/2008 11/2019
Lido Advisors, Llc Los Angeles CA 08/2026 Present
  • 12/2025 → 08/2026
    Lido Advisors, Llc
    Los Angeles, CA
  • 01/2022 → 12/2025
    Fountainhead Advisors
    Warren, NJ
  • 03/2021 → 12/2021
    Scotch Plains-Fanwood Public Schools
    Scotch Plains, NJ
  • 11/2019 → 05/2021
    Organized Transitions Llc
    Scotch Plains, NJ
  • 03/2008 → 11/2019
    Homemaker/ Community Volunteer
    Fanwood, NJ
  • 08/2026 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-10
  • S65 Uniform Investment Adviser Law Examination
    2026-08-10
Other Names
  • Tracy Lynn Kutch

View on SEC IAPD

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