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Advisor at LIDO
LOS ANGELES, CA | Mequon, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Lido | Independent wealth | Dec 2, 2024 | n/a | yes | LOS ANGELES, CA|Mequon, WI | Current employment |
| PEGASUS PARTNERS | Former SEC adviser | Mar 23, 2015 | Jan 31, 2025 | no | MEQUON, WI | Previous registration |
| REINHART PARTNERS, LLC | Other adviser | Jan 31, 2007 | Apr 1, 2015 | no | MEQUON, WI|BOCA GRANDE, FL | Previous registration |
| U.S. BANCORP ASSET MANAGEMENT, INC. | Asset manager | Jan 2, 2002 | May 1, 2003 | no | MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEGASUS PARTNERS | Lido | Jan 31, 2025 | Dec 2, 2024 | -60 | Firm change after gap | RIA to RIA |
| REINHART PARTNERS, LLC | PEGASUS PARTNERS | Apr 1, 2015 | Mar 23, 2015 | -9 | Firm change | Other |
| U.S. BANCORP ASSET MANAGEMENT, INC. | REINHART PARTNERS, LLC | May 1, 2003 | Jan 31, 2007 | 1,371 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 175206:269866:WI:2025-01-31 | Jan 31, 2025 | Dec 2, 2024 | MEQUON, WI | Firm change after gap |