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Inactive

Patrick M Savage

Lido

Los Angeles, CA

Mequon, WI

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-02
TX RA APPROVED 2024-12-10
CA RA APPROVED 2024-12-03
WI RA APPROVED 2024-12-03
  • FL RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2024-12-10
  • CA RA
    APPROVED
    Since 2024-12-03
  • WI RA
    APPROVED
    Since 2024-12-03

Branch Locations

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

1333 West Towne Square Road, Mequon, WI 53092 • 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
Robert W. Baird & Co. Milwaukee WI 06/2006 09/2019
Continental Properties Menomonee Falls WI 10/2019 06/2023
North Capital Private Securities Salt Lake City UT 03/2022 06/2023
Pegasus Partners Mequon WI 06/2023 12/2024
Lido Advisors, Llc Mequon WI 12/2024 Present
  • 06/2006 → 09/2019
    Robert W. Baird & Co.
    Milwaukee, WI
  • 10/2019 → 06/2023
    Continental Properties
    Menomonee Falls, WI
  • 03/2022 → 06/2023
    North Capital Private Securities
    Salt Lake City, UT
  • 06/2023 → 12/2024
    Pegasus Partners
    Mequon, WI
  • 12/2024 → Present
    Lido Advisors, Llc
    Mequon, WI
Previous Registrations
  • 2023-08-30 → 2025-01-31
    Pegasus Partners
    Mequon, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-30
S63 Uniform Securities Agent State Law Examination 2002-08-27
  • S65 Uniform Investment Adviser Law Examination
    2023-08-30
  • S63 Uniform Securities Agent State Law Examination
    2002-08-27

View on SEC IAPD

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POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
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