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Reading the graph
Advisor at LIDO
Boulder, CO | LOS ANGELES, CA
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 | May 31, 2024 | n/a | yes | Boulder, CO|LOS ANGELES, CA | Current employment |
| CASCADE FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Apr 27, 2017 | Mar 5, 2020 | no | DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CASCADE FINANCIAL MANAGEMENT, INC. | Lido | Mar 5, 2020 | May 31, 2024 | 1,548 | Firm change after gap | RIA to RIA |