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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-20 |
| CA | RA | APPROVED | 2024-03-18 |
| IL | RA | APPROVED | 2024-03-18 |
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 | 08/2023 | Present |
| Andersen, Llc | Chicago | IL | 07/2019 | 07/2023 |
| Deloitte & Touche | Chicago | IL | 06/2018 | 08/2018 |
| Merkle, Inc. | Chicago | IL | 06/2017 | 08/2017 |
| University Of Notre Dame | South Bend | IN | 07/2014 | 07/2019 |
Beverly Capital LLC; Evanston, IL. Investment related for personal family office since July 2021, 6-10 hours/month outside of business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-16 |
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