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Inactive

Joseph R Kuepper

Lido

Los Angeles, CA

Boulder, CO

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-01
CO RA APPROVED 2023-08-01
  • CA RA
    APPROVED
    Since 2023-08-01
  • CO RA
    APPROVED
    Since 2023-08-01

Branch Locations

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

4840 Pearl East Circle Suite 300E, Boulder, CO 80301 • 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
Lido Advisors, Llc Boulder CO 02/2023 Present
Colorado Financial Management Boulder CO 07/2017 02/2023
United States Geological Survey Lakewood CO 06/2016 07/2017
  • 02/2023 → Present
    Lido Advisors, Llc
    Boulder, CO
  • 07/2017 → 02/2023
    Colorado Financial Management
    Boulder, CO
  • 06/2016 → 07/2017
    United States Geological Survey
    Lakewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-01
  • S65 Uniform Investment Adviser Law Examination
    2023-08-01
Other Names
  • Joe R Kuepper

View on SEC IAPD

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