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

Oct 8, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Exams

S65|S63

First exam

Oct 8, 1999

First registration

Mar 18, 2024

Dual registered

no

Other names

JOTHAM ZACHARY MONSMA

IAPD individual key

3255817

• Occurred

  Sep 15, 2025
  Advisor changed firm

  Jotham Zachary Monsma left Exchange Capital Management Inc for Lido (registered 2025-07-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0710ec8e-dc02-f146-6555-fab2cf4e71d7

First observed

Mar 18, 2024

Last observed

Sep 15, 2026 5 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.