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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-09 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
12667 Alcosta Blvd Suite 150, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Walnut Creek | CA | 03/1999 | 12/2025 |
| Mml Investors Services, Llc | Walnut Creek | CA | 06/1999 | 08/2018 |
| The Furstner Group, Inc. | Walnut Creek | CA | 05/1997 | Present |
| Fountainhead Capital Management, Llc | San Ramon | CA | 09/2018 | 12/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
Principal for Eric Furstner in Chandler, AZ since 3/1987. Sell and service insurance clients. Approximately 5 hours per month with 1-2 hours during trading hours per week. Servicing insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-12 |
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