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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 | 2024-06-16 |
| TX | RA | APPROVED | 2024-03-05 |
| CA | RA | APPROVED | 2024-02-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Virtual Picu Systems, Llc | Los Angeles | CA | 09/2011 | 10/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2023 | Present |
Board of Directors at Virtual PICU Systems, LLC, an entity owned by Children's Hospital Los Angeles and supports a network of 150+ Pediatric Intensive Care Units ("PICUs") throughout North America to assist them in benchmarking for quality improvement and for research and publication purposes. Not investment related - a board member role assists with their high-level management decision making including that of strategic planning and overseeing the Company's finances, approving the annual budget and monitoring their overall financial performance. Started 10/2023. Located at 13351-D Riverside Drive, #349 Los Angeles CA 91423. Less than 10 hours per month, less than 5 hours during trade hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
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