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Inactive

Graham Mcintosh Foltz

Lido

Denver, CO

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 2026-01-08
CO RA APPROVED 2026-01-08
  • CA RA
    APPROVED
    Since 2026-01-08
  • CO RA
    APPROVED
    Since 2026-01-08

Branch Locations

4643 South Ulster Street Suite 1040, Denver, CO 80237 • 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
Nuveen Securities, Llc Denver CO 07/2024 12/2025
Nuveen Asset Management Llc Chicago IL 07/2024 12/2025
Regis Jesuit High School Aroura CO 08/2016 05/2020
Virginia Vale Swim Club Denver CO 05/2017 08/2018
University Of Colorado - Boulder Boulder CO 08/2020 05/2024
Unemployed Denver CO 05/2024 07/2024
Cuba Cuba Restaurant Glendale CO 04/2020 08/2020
Cherry Creek Country Club Denver CO 06/2022 08/2022
Arrowmark Partners Denver CO 06/2023 08/2023
Lido Advisors, Llc Los Angeles CA 01/2026 Present
  • 07/2024 → 12/2025
    Nuveen Securities, Llc
    Denver, CO
  • 07/2024 → 12/2025
    Nuveen Asset Management Llc
    Chicago, IL
  • 08/2016 → 05/2020
    Regis Jesuit High School
    Aroura, CO
  • 05/2017 → 08/2018
    Virginia Vale Swim Club
    Denver, CO
  • 08/2020 → 05/2024
    University Of Colorado - Boulder
    Boulder, CO
  • 05/2024 → 07/2024
    Unemployed
    Denver, CO
  • 04/2020 → 08/2020
    Cuba Cuba Restaurant
    Glendale, CO
  • 06/2022 → 08/2022
    Cherry Creek Country Club
    Denver, CO
  • 06/2023 → 08/2023
    Arrowmark Partners
    Denver, CO
  • 01/2026 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-12
  • S66 Uniform Combined State Law Examination
    2024-09-12
Other Names
  • Graham M Foltz

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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