Daniel Brown

Current Employers

Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-02
WI	RA	APPROVED	2026-03-02

CA RA
APPROVED

Since 2026-03-02
WI RA
APPROVED

Since 2026-03-02

Branch Locations

1333 West Towne Square Road, Mequon, WI 53092 • 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

Organization	City	State	From	To
Lido Advisors, Llc	Los Angeles	CA	07/2025	Present
University Of Wisconsin, Madison	Madison	WI	09/2021	05/2025
Annex Wealth Management	Brookfield	WI	05/2024	01/2025
Pegasus Partners	Mequon	WI	12/2023	01/2024
Milwaukee Public School	Milwaukee	WI	02/2022	09/2023
Eddie Martinis	Wauwatosa	WI	02/2019	09/2021
Blade Envy	Wauwatosa	WI	05/2017	07/2019
Student	Wauwatosa	WI	12/2015	05/2021

07/2025 → Present

Lido Advisors, Llc

Los Angeles, CA
09/2021 → 05/2025

University Of Wisconsin, Madison

Madison, WI
05/2024 → 01/2025

Annex Wealth Management

Brookfield, WI
12/2023 → 01/2024

Pegasus Partners

Mequon, WI
02/2022 → 09/2023

Milwaukee Public School

Milwaukee, WI
02/2019 → 09/2021

Eddie Martinis

Wauwatosa, WI
05/2017 → 07/2019

Blade Envy

Wauwatosa, WI
12/2015 → 05/2021

Student

Wauwatosa, WI

Other Businesses

Tranont; not investment relation; Wauwatosa, WI; health and wellness supplement sales; Sales Associate; 12/2023; 3 hours per month outside of trading hours; limited administrative and planning support for an internal sales team

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-02

S65 Uniform Investment Adviser Law Examination

2026-03-02