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Inactive

Andrew Ielmini

Lido

Dallas, TX

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 2024-07-15
TX RA APPROVED 2024-07-15
  • CA RA
    APPROVED
    Since 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-15

Branch Locations

2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • 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
Heroic Media Dallas TX 08/2016 06/2017
Wellfirst Frisco TX 12/2016 05/2017
Breeze Energy Dallas TX 01/2017 01/2018
University Of Dallas Irving TX 08/2015 12/2018
Rbc Capital Markets, Llc. Dallas TX 02/2018 09/2023
City National Bank Dallas TX 02/2022 09/2023
Neuberger Berman Dallas TX 09/2023 07/2024
Lido Advisors, Llc Dallas TX 07/2024 Present
  • 08/2016 → 06/2017
    Heroic Media
    Dallas, TX
  • 12/2016 → 05/2017
    Wellfirst
    Frisco, TX
  • 01/2017 → 01/2018
    Breeze Energy
    Dallas, TX
  • 08/2015 → 12/2018
    University Of Dallas
    Irving, TX
  • 02/2018 → 09/2023
    Rbc Capital Markets, Llc.
    Dallas, TX
  • 02/2022 → 09/2023
    City National Bank
    Dallas, TX
  • 09/2023 → 07/2024
    Neuberger Berman
    Dallas, TX
  • 07/2024 → Present
    Lido Advisors, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-06
  • S66 Uniform Combined State Law Examination
    2019-05-06
Other Names
  • Andrew John Ielmini

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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