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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 | 2025-01-02 |
| TX | RA | APPROVED_RES | 2024-12-12 |
| CA | RA | APPROVED | 2024-12-03 |
| WI | RA | APPROVED | 2024-12-03 |
Branch Locations
1333 West Towne Square Road, Mequon, WI 53092 • United States
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 |
|---|---|---|---|---|
| Heck Capital Advisors | Milwaukee | WI | 03/2010 | 03/2023 |
| Pegasus Partners | Mequon | WI | 03/2023 | 12/2024 |
| Lido Advisors, Llc | Mequon | WI | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-17 |
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