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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2024-12-10 |
| CA | RA | APPROVED | 2024-12-03 |
| WI | RA | APPROVED | 2024-12-03 |
Branch Locations
1333 West 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 |
|---|---|---|---|---|
| Lpl Financial | Grafton | WI | 01/2016 | 04/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2017 | 12/2021 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2017 | 12/2021 |
| Crescendo Wealth Management, Llc. | Cedarburg | WI | 02/2016 | 12/2021 |
| Pegasus Partners | Mequon | WI | 01/2022 | 12/2024 |
| Lido Advisors, Llc | Mequon | WI | 12/2024 | Present |
Be Financially Well, LLC - 1132 Canary Ln, Grafton, WI 53024 - Education company for all ages that focuses on financial wellness. - 5/1/2019 - Founder and Chief Wellness Officer - Creation of projects and speaking engagements - Approximately 1 hour/month spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-30 |
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