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James Scott Savage

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
CA RA APPROVED 2024-08-12
FL RA APPROVED 2022-08-04
TX RA APPROVED_RES 2022-07-27
IL RA APPROVED 2020-01-24
  • CA RA
    APPROVED
    Since 2024-08-12
  • FL RA
    APPROVED
    Since 2022-08-04
  • TX RA
    APPROVED_RES
    Since 2022-07-27
  • IL RA
    APPROVED
    Since 2020-01-24

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 04/2016 09/2019
Lido Advisors, Llc Chicago IL 09/2019 Present
  • 04/2016 → 09/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 09/2019 → Present
    Lido Advisors, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-24
S63 Uniform Securities Agent State Law Examination 2016-05-20
  • S65 Uniform Investment Adviser Law Examination
    2020-01-24
  • S63 Uniform Securities Agent State Law Examination
    2016-05-20
Other Names
  • James S Savage

View on SEC IAPD

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