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Inactive

Matthew James Ross

Lido

Los Angeles, CA

Ann Arbor, MI

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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 2026-04-09
MI RA APPROVED 2026-04-08
  • CA RA
    APPROVED
    Since 2026-04-09
  • MI RA
    APPROVED
    Since 2026-04-08

Branch Locations

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

110 Miller Avenue First Floor, Ann Arbor, MI 48104 • 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
Charleys Deli 'N' Grille Northville MI 05/2017 06/2018
Dr. James Ross Dds Novi MI 09/2020 06/2025
Supino Detroit MI 10/2021 05/2023
Unemployed Farmington Hills MI 04/2016 04/2017
Wayne State University Detroit MI 09/2021 05/2023
Exchange Capital Management Inc Ann Arbor MI 06/2023 07/2025
Oakland Community College Oakland County MI 08/2019 05/2021
Unemployed Novi MI 06/2018 08/2019
Lpl Financial Llc Bingham Farms MI 08/2025 04/2026
Lido Advisors, Llc Los Angeles CO 04/2026 Present
  • 05/2017 → 06/2018
    Charleys Deli 'N' Grille
    Northville, MI
  • 09/2020 → 06/2025
    Dr. James Ross Dds
    Novi, MI
  • 10/2021 → 05/2023
    Supino
    Detroit, MI
  • 04/2016 → 04/2017
    Unemployed
    Farmington Hills, MI
  • 09/2021 → 05/2023
    Wayne State University
    Detroit, MI
  • 06/2023 → 07/2025
    Exchange Capital Management Inc
    Ann Arbor, MI
  • 08/2019 → 05/2021
    Oakland Community College
    Oakland County, MI
  • 06/2018 → 08/2019
    Unemployed
    Novi, MI
  • 08/2025 → 04/2026
    Lpl Financial Llc
    Bingham Farms, MI
  • 04/2026 → Present
    Lido Advisors, Llc
    Los Angeles, CO
Previous Registrations
  • 2023-08-28 → 2025-08-05
    Exchange Capital Management Inc
    Ann Arbor, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-30
S65 Uniform Investment Adviser Law Examination 2023-08-28
  • S63 Uniform Securities Agent State Law Examination
    2026-01-30
  • S65 Uniform Investment Adviser Law Examination
    2023-08-28

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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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