DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LIDO
San Diego, CA | 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 | Aug 20, 2026 | n/a | yes | LOS ANGELES, CA|San Diego, CA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 2, 2025 | Aug 9, 2026 | no | DEL MAR, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 22, 2024 | Mar 12, 2025 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Lido | Aug 9, 2026 | Aug 20, 2026 | 11 | Firm change | Wirehouse to RIA |
| EQUITABLE ADVISORS, LLC | J.P. MORGAN SECURITIES LLC | Mar 12, 2025 | Apr 2, 2025 | 21 | Firm change | Ibd to wirehouse |