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

DELTA INVESTMENT MANAGEMENT, LLC

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

Aug 29, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Dec 16, 2002

First registration

Aug 29, 2002

Dual registered

no

IAPD individual key

4557518

• Occurred

  Dec 22, 2022
  Advisor changed firm

  Daniel Craig Young left Lido for Delta Investment Management, Llc (registered 2022-09-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:34103620-d842-19d8-575e-1cdfd37aa74e

First observed

Aug 29, 2002

Last observed

Sep 14, 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.