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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-04-14 |
| OH | RA | APPROVED | 2024-10-06 |
| CA | RA | APPROVED | 2024-10-04 |
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 |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 06/2017 | Present |
| Shore Morgan Young | Worthington | OH | 01/2017 | 10/2024 |
| Morgan Stanley | Columbus | OH | 11/2016 | 01/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2024 | Present |
LIDO ADVISORS, L.L.C. POSITION: Position: Vice President, Wealth Adviser,Full Time Employee, IAR, Member NATURE: Financial Services, RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/04/2024 ADDRESS: 1875 Century Park East, Suite 950, Los Angeles CA 90067, United States DESCRIPTION: Advising clients on financial services and products, developing new business. Managing existing relationships, meeting with prospects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
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