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Inactive

Daniel Leong

Lido

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
FL RA APPROVED 2024-08-30
TX RA APPROVED 2024-03-04
CA RA APPROVED 2022-07-01
  • FL RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED
    Since 2024-03-04
  • CA RA
    APPROVED
    Since 2022-07-01

Branch Locations

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
Oracle Corporation Santa Monica CA 08/2019 08/2020
Morgan Stanley Long Beach CA 03/2018 04/2019
Lido Advisors, Llc Los Angeles CA 08/2020 Present
University Of Southern California Los Angeles CA 08/2015 05/2019
Idb Lido Wealth, Llc New York NY 04/2023 07/2024
  • 08/2019 → 08/2020
    Oracle Corporation
    Santa Monica, CA
  • 03/2018 → 04/2019
    Morgan Stanley
    Long Beach, CA
  • 08/2020 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 08/2015 → 05/2019
    University Of Southern California
    Los Angeles, CA
  • 04/2023 → 07/2024
    Idb Lido Wealth, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01
Designations
Other Names
  • Danny Leong

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
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NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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