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Inactive

Matthew Kulka

Lido

Chicago, IL

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
FL RA APPROVED 2024-08-30
TX RA APPROVED 2024-08-13
CA RA APPROVED 2024-02-26
IL RA APPROVED 2024-02-26
  • FL RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED
    Since 2024-08-13
  • CA RA
    APPROVED
    Since 2024-02-26
  • IL RA
    APPROVED
    Since 2024-02-26

Branch Locations

732 W Randolph Street 6Th Floor, Chicago, IL 60661 • 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
Michigan State University East Lansing MI 06/2011 05/2017
Sii Southfield MI 01/2018 11/2018
Men'S Wearhouse Utica MI 01/2017 12/2017
Royal Alliance Associates, Inc. Southfield MI 11/2018 01/2019
Fidelity Brokerage Services Llc Geneva IL 03/2019 11/2020
E*Trade Securities Llc Chicago IL 11/2020 12/2023
E*Trade Capital Management Llc Chicago IL 11/2020 12/2023
Morgan Stanley Chicago IL 01/2023 12/2023
Morgan Stanley Chicago IL 09/2023 12/2023
Morgan Stanley Chicago IL 09/2023 12/2023
Lido Advisors, Llc Chicago IL 02/2024 Present
  • 06/2011 → 05/2017
    Michigan State University
    East Lansing, MI
  • 01/2018 → 11/2018
    Sii
    Southfield, MI
  • 01/2017 → 12/2017
    Men'S Wearhouse
    Utica, MI
  • 11/2018 → 01/2019
    Royal Alliance Associates, Inc.
    Southfield, MI
  • 03/2019 → 11/2020
    Fidelity Brokerage Services Llc
    Geneva, IL
  • 11/2020 → 12/2023
    E*Trade Securities Llc
    Chicago, IL
  • 11/2020 → 12/2023
    E*Trade Capital Management Llc
    Chicago, IL
  • 01/2023 → 12/2023
    Morgan Stanley
    Chicago, IL
  • 09/2023 → 12/2023
    Morgan Stanley
    Chicago, IL
  • 09/2023 → 12/2023
    Morgan Stanley
    Chicago, IL
  • 02/2024 → Present
    Lido Advisors, Llc
    Chicago, IL
Previous Registrations
  • 2023-09-05 → 2023-12-22
    Morgan Stanley
    Chicago, IL
  • 2020-12-01 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Chicago, IL
    Chicago, IL
  • 2020-06-08 → 2020-11-17
    Fidelity Personal And Workplace Advisors
    Geneva, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-09
  • S66 Uniform Combined State Law Examination
    2018-07-09
Designations
Other Names
  • Matt Kulka
  • Matthew Christopher Kulka
  • Matthew Kulka
  • Matthew C Kulka

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

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PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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