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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Jan 31, 2018

First registration

Jan 31, 2018

Dual registered

no

Other names

HENRY HAGENBUCH

IAPD individual key

6526966

• Occurred

  Jun 3, 2024
  Advisor changed firm

  Henry Luce Hagenbuch left Robertson Stephens for Lido (registered 2025-10-13)

  Form ADVobserved 5 days ago
• Occurred

  Jan 7, 2022
  Advisor changed firm

  Henry Luce Hagenbuch left Mercer Global Advisors Inc. for Robertson Stephens (registered 2021-10-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5cc39500-b2da-10a2-8560-76e6d1af9d01

First observed

Jan 31, 2018

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.