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Brian Joseph Leadley

Lido

Mequon, WI

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 2025-01-10
TX RA APPROVED 2024-12-10
CA RA APPROVED 2024-12-03
WI RA APPROVED 2024-12-03
  • FL RA
    APPROVED
    Since 2025-01-10
  • TX RA
    APPROVED
    Since 2024-12-10
  • CA RA
    APPROVED
    Since 2024-12-03
  • WI RA
    APPROVED
    Since 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

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
Pegasus Partners Ltd. Mequon WI 01/2017 12/2024
Ernst & Young Llp Milwaukee WI 03/2016 01/2017
Lido Advisors, Llc Los Angeles CA 12/2024 Present
  • 01/2017 → 12/2024
    Pegasus Partners Ltd.
    Mequon, WI
  • 03/2016 → 01/2017
    Ernst & Young Llp
    Milwaukee, WI
  • 12/2024 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
  • 2017-02-24 → 2025-01-31
    Pegasus Partners
    Mequon, WI
    Mequon, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-24
  • S65 Uniform Investment Adviser Law Examination
    2017-02-24
Designations

View on SEC IAPD

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