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

Jun 9, 1983earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Chartered Financial Analyst

Exams

S63

First exam

Jun 9, 1983

First registration

Aug 25, 2010

Dual registered

no

IAPD individual key

1103910

• Occurred

  Sep 15, 2025
  Advisor changed firm

  Michael Robert Reid left Exchange Capital Management Inc for Lido (registered 2025-07-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c12fa6a-8dd1-31a8-c3c4-13c5ec5e1b41

First observed

Aug 25, 2010

Last observed

Sep 15, 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.