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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-11 |
| FL | RA | APPROVED | 2024-02-08 |
| CA | RA | APPROVED | 2021-12-15 |
| IL | RA | APPROVED | 2021-12-15 |
Branch Locations
1333 W 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 |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Deerfield | IL | 06/2019 | 07/2020 |
| The Ayco Company, L.P. | Deerfield | IL | 06/2018 | 08/2018 |
| University Of Wisconsin-Madison Engineering Professional Develop | Madison | WI | 08/2017 | 05/2019 |
| Whiskey Jacks Saloon | Madison | WI | 02/2017 | 09/2017 |
| University Of Wisconsin-Madison | Madison | WI | 09/2016 | 05/2019 |
| Northern Trust Securities, Inc. | Chicago | IL | 07/2020 | 11/2021 |
| Northern Trust Bank | Chicago | IL | 07/2020 | 11/2021 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
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