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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-03 |
| FL | RA | APPROVED | 2024-04-03 |
| TX | RA | APPROVED_RES | 2019-02-08 |
| IL | RA | APPROVED | 2018-03-06 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Philadelphia | PA | 10/2014 | 07/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 07/2017 |
| Lido Advisors, Llc | Chicago | IL | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-02 |
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