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

MISSION WEALTH MANAGEMENT, LP

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, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Mar 21, 2023

First registration

Mar 21, 2023

Dual registered

no

IAPD individual key

7170413

• Occurred

  Jan 23, 2024
  Advisor changed firm

  Mathias Pryce Silberstein left Lido for Mission Wealth Management, Lp (registered 2024-02-01)

  Form ADVobserved 6 days ago
• Occurred

  Jan 23, 2024
  Advisor changed firm

  Mathias Pryce Silberstein left Colorado Financial Management Llc for Lido (registered 2023-09-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:12ff120d-88c6-d328-b12a-b04ebf8f8d5e

First observed

Mar 21, 2023

Last observed

Sep 14, 2026 7 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.