DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Aug 12, 2022 | n/a | yes | LOS ANGELES, CA|Mequon, WI | Current employment |
| FISHER INVESTMENTS | Independent wealth | Apr 9, 2018 | May 3, 2022 | no | HARTLAND, WI|PLANO, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Feb 22, 2007 | Apr 12, 2018 | no | BROOKFIELD, WI | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Nov 9, 2005 | Dec 11, 2006 | no | MENOMONEE FALLS, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | Lido | May 3, 2022 | Aug 12, 2022 | 101 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | FISHER INVESTMENTS | Apr 12, 2018 | Apr 9, 2018 | -3 | Firm change | Ibd to RIA |
| ALLSPRING FUNDS MANAGEMENT, LLC | STRATEGIC ADVISERS LLC | Dec 11, 2006 | Feb 22, 2007 | 73 | Firm change | Other |