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Inactive

Jack Gabriel Ingemar Bergon

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
CA RA APPROVED 2024-02-01
  • CA RA
    APPROVED
    Since 2024-02-01

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
Lido Advisors, Llc Los Angeles CA 07/2023 Present
First Republic Bank Los Angeles CA 03/2021 05/2023
Talkdesk Los Angeles CA 08/2020 02/2021
Procore Technologies Carpinteria CA 07/2019 08/2020
Shaw Security San Francisco CA 07/2015 07/2019
  • 07/2023 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 03/2021 → 05/2023
    First Republic Bank
    Los Angeles, CA
  • 08/2020 → 02/2021
    Talkdesk
    Los Angeles, CA
  • 07/2019 → 08/2020
    Procore Technologies
    Carpinteria, CA
  • 07/2015 → 07/2019
    Shaw Security
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01

View on SEC IAPD

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Other Offices

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WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
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TLG ADVISORS, INC. · Los Angeles, CA
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