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RIA / WealthAdvisor36 years in industry

JEFFREY PAUL KAUFMANN

Advisor at LIDO

BOCA RATON, FL | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:36398fa6-e49d-7f6a-7e1b-b6775c8cf182

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2007 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: May 8, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Exams: S66|S63
First exam: May 8, 1990
First registration: Feb 9, 2007
Dual registered: no
Other names: JEFF KAUFMAN|JEFFREY P KAUFMANN
IAPD individual key: 2039821

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Lido	Independent wealth	Feb 9, 2021	n/a	yes	LOS ANGELES, CA\|BOCA RATON, FL	Current employment
SVB WEALTH	Independent wealth	Dec 8, 2014	Feb 8, 2021	no	PALM BEACH GARDENS, FL\|PA, FL\|BOSTON, MA\|PALM BEACH GARDENS, FL	Previous registration
BANYAN PARTNERS, LLC	Former SEC adviser	Mar 1, 2011	Nov 26, 2014	no	PALM BEACH GARDENS, FL	Previous registration
15430 ENDEAVOUR DRIVE, INC.	n/a	Jun 17, 2008	Mar 1, 2011	no	JUPITER, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	Feb 15, 2008	no	WEST PALM BEACH, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SVB WEALTH	Lido	Feb 8, 2021	Feb 9, 2021	1	Firm change	RIA to RIA
BANYAN PARTNERS, LLC	SVB WEALTH	Nov 26, 2014	Dec 8, 2014	12	Bulk transfer	Other
15430 ENDEAVOUR DRIVE, INC.	BANYAN PARTNERS, LLC	Mar 1, 2011	Mar 1, 2011	0	Firm change	Other
UBS FINANCIAL SERVICES INC.	15430 ENDEAVOUR DRIVE, INC.	Feb 15, 2008	Jun 17, 2008	123	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172832:269866:FL:2021-01-26	Feb 8, 2021	Feb 9, 2021	PALM BEACH GARDENS, FL	Firm change

Relationships

Registered with (5)

→ LIDORegistered adviserregistration: current employment
Feb 9, 2021 to presentfactForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Dec 8, 2014 to Feb 8, 2021factForm ADV
→ BANYAN PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 1, 2011 to Nov 26, 2014factForm ADV
→ 15430 ENDEAVOUR DRIVE, INC.Registered adviserregistration: previous registration
Jun 17, 2008 to Mar 1, 2011factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to Feb 15, 2008factForm ADV

Dated events

No dated event names this entity yet.