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Inactive

Joshua Aaron Perlmutter

Atlas

Chicago, IL

Frisco, TX

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Current Employers
Atlas

Frisco, TX • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-03
  • IL RA
    APPROVED
    Since 2024-01-03

Branch Locations

Chicago, IL • United States

Frisco, TX • 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
Stifel, Nicolaus & Company, Inc. Chicago IL 06/2016 04/2018
Cresset Asset Management, Llc Chicago IL 04/2018 02/2020
Lido Advisors, Llc Chicago IL 01/2021 07/2021
Geowealth Management, Llc Chicago IL 02/2020 01/2021
Lido Advisors, Llc Chicago IL 07/2021 02/2022
Lido Advisors, Llc Chicago IL 02/2022 10/2023
Atfs Advisers Chicago IL 01/2024 Present
  • 06/2016 → 04/2018
    Stifel, Nicolaus & Company, Inc.
    Chicago, IL
  • 04/2018 → 02/2020
    Cresset Asset Management, Llc
    Chicago, IL
  • 01/2021 → 07/2021
    Lido Advisors, Llc
    Chicago, IL
  • 02/2020 → 01/2021
    Geowealth Management, Llc
    Chicago, IL
  • 07/2021 → 02/2022
    Lido Advisors, Llc
    Chicago, IL
  • 02/2022 → 10/2023
    Lido Advisors, Llc
    Chicago, IL
  • 01/2024 → Present
    Atfs Advisers
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-20
  • S66 Uniform Combined State Law Examination
    2017-01-20

View on SEC IAPD

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