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.

Current firm

LIDO

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 2, 2018

First registration

Apr 3, 2018

Dual registered

no

Other names

VALERIE ANNE CHRISTENSEN|VALERIE ANNE TANNER|VALERIE ANNE SKINNER

IAPD individual key

4929731

• Occurred

  Sep 19, 2025
  Advisor changed firm

  Valerie Anne Tanner left Olympus Wealth Management, Llc for Lido (registered 2025-09-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:014399d7-b663-7ffc-6511-71529c218c53

First observed

Apr 3, 2018

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.