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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 3, 2024 | n/a | yes | Mequon, WI|LOS ANGELES, CA | Current employment |
| PEGASUS PARTNERS | Former SEC adviser | Jul 10, 2023 | Jan 31, 2025 | no | MEQUON, WI | Previous registration |
| HECK CAPITAL ADVISORS, LLC | Other adviser | Mar 20, 2012 | Mar 7, 2023 | no | RHINELANDER, WI|Milwaukee, WI|St Louis Park, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEGASUS PARTNERS | Lido | Jan 31, 2025 | Dec 3, 2024 | -59 | Firm change after gap | RIA to RIA |
| HECK CAPITAL ADVISORS, LLC | PEGASUS PARTNERS | Mar 7, 2023 | Jul 10, 2023 | 125 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 175206:269866:WI:2025-01-31 | Jan 31, 2025 | Dec 3, 2024 | MEQUON, WI | Firm change after gap |