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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 | 2024-04-10 |
| IL | RA | APPROVED | 2024-04-10 |
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 |
|---|---|---|---|---|
| Lido Advisors, Llc | Chicago | IL | 12/2023 | Present |
| Lincoln Financial Group | Madison | WI | 09/2022 | 05/2023 |
| Bank Of America | Nashville | TN | 06/2022 | 08/2022 |
| Neighborhood House Community Center | Madison | WI | 05/2021 | 08/2023 |
| University Of Wisconsin - Madison | Madison | WI | 09/2019 | 05/2023 |
| Nanny | Mequon | WI | 12/2017 | 09/2019 |
| Out & Out | Cedarburg | WI | 05/2017 | 12/2017 |
| Cedarburg High School | Cedarburg | WI | 01/2014 | 05/2017 |
| Portside Investment Advisors | Mequon | WI | 08/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-10 |
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