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

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 4, 2020

First registration

Jan 13, 2021

Dual registered

no

Other names

Timothy Walsh

IAPD individual key

6964321

• Occurred

  Jan 8, 2026
  Advisor changed firm

  Timothy Thomas Walsh left Fountainhead Advisors for Lido (registered 2025-12-08)

  Form ADVobserved 6 days ago
• Occurred

  May 8, 2025
  Advisor changed firm

  Timothy Thomas Walsh left Mml Investors Services, Llc for Fountainhead Advisors (registered 2025-05-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:83dd4b03-987a-05aa-bd31-f486992c6d09

First observed

Jan 13, 2021

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.