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Inactive

Bradley Michael Kaufman

Lido

Boca Raton, FL

Los Angeles, CA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-07
CA RA APPROVED 2025-02-28
  • FL RA
    APPROVED
    Since 2025-03-07
  • CA RA
    APPROVED
    Since 2025-02-28

Branch Locations

1875 Nw Corporate Blvd Suite 110, Boca Raton, FL 33431 • 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
OrganizationCityStateFromTo
Pennsylvania State University State College PA 06/2013 05/2017
Liberty Mutual Insurance South Easton MA 07/2017 02/2018
Cypress Insurance Group Fort Lauderdale FL 05/2018 05/2019
Integrated Financial Concepts Boca Raton FL 05/2019 04/2022
Tradestation Securities, Inc. Plantation FL 04/2022 04/2023
Tradestation Securities, Inc. Plantation FL 05/2023 12/2024
Lido Advisors, Llc Boca Raton FL 01/2025 Present
  • 06/2013 → 05/2017
    Pennsylvania State University
    State College, PA
  • 07/2017 → 02/2018
    Liberty Mutual Insurance
    South Easton, MA
  • 05/2018 → 05/2019
    Cypress Insurance Group
    Fort Lauderdale, FL
  • 05/2019 → 04/2022
    Integrated Financial Concepts
    Boca Raton, FL
  • 04/2022 → 04/2023
    Tradestation Securities, Inc.
    Plantation, FL
  • 05/2023 → 12/2024
    Tradestation Securities, Inc.
    Plantation, FL
  • 01/2025 → Present
    Lido Advisors, Llc
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-28
S63 Uniform Securities Agent State Law Examination 2022-06-09
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28
  • S63 Uniform Securities Agent State Law Examination
    2022-06-09

View on SEC IAPD

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ELIZABETH V BRUNO
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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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