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Inactive

William Nail

Lido

Los Angeles, CA

San Diego, 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 2023-11-07
  • CA RA
    APPROVED
    Since 2023-11-07

Branch Locations

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

11988 El Camino Real Suite 650, San Diego, CA 92130 • 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 San Diego CA 08/2023 Present
First Republic Bank Newport Beach CA 06/2022 08/2022
The Finnish Long Drink Santa Clara CA 10/2021 06/2023
Santa Clara University Santa Clara CA 09/2019 06/2023
Greenwich High School Greenwich CT 08/2016 06/2019
  • 08/2023 → Present
    Lido Advisors, Llc
    San Diego, CA
  • 06/2022 → 08/2022
    First Republic Bank
    Newport Beach, CA
  • 10/2021 → 06/2023
    The Finnish Long Drink
    Santa Clara, CA
  • 09/2019 → 06/2023
    Santa Clara University
    Santa Clara, CA
  • 08/2016 → 06/2019
    Greenwich High School
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-07
  • S65 Uniform Investment Adviser Law Examination
    2023-11-07
Other Names
  • Billy Nail

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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