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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 | 2024-05-13 |
| IL | RA | APPROVED | 2024-05-13 |
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 |
|---|---|---|---|---|
| The Mather Group, Llc | Chicago | IL | 06/2022 | 05/2023 |
| Olive Garden | Orland | IL | 09/2021 | 06/2022 |
| Weathertech | Bolingbrook | IL | 08/2019 | 09/2021 |
| Nextmex | Lemont | IL | 06/2015 | 08/2021 |
| Lido Advisors, Llc | Chicago | IL | 12/2023 | Present |
| Depaul | Chicago | IL | 04/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-11 |
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