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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
| FL | RA | APPROVED | 2025-12-01 |
| CA | RA | APPROVED | 2025-06-24 |
| WI | RA | APPROVED | 2025-06-24 |
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 |
|---|---|---|---|---|
| Lido Advisors, Llc | Los Angeles | CA | 12/2024 | Present |
| Pegasus Partners Ltd | Mequon | WI | 09/2019 | 12/2024 |
| Tall Tree Foods, Inc | Milwaukee | WI | 05/2019 | 08/2019 |
| Cortina Asset Management Llc | Milwaukee | WI | 08/2012 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
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