DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

RYAN PATRICK COSGROVE

Advisor at LIDO

Los Angeles, CA | LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a019f95b-eb23-05a8-b4c1-1788202acdbe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 22, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: May 20, 2019
First registration: May 22, 2019
Dual registered: no
IAPD individual key: 7100258

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Lido	Independent wealth	Aug 11, 2025	n/a	yes	LOS ANGELES, CA\|Los Angeles, CA	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Jun 26, 2020	Aug 28, 2025	no	PHOENIX, AZ\|LOS ANGELES, CA\|TORRANCE, CA\|EL SEGUNDO, CA	Previous registration
LIFETYME FINANCIAL ADVISORS, LLC	State registered	Oct 31, 2019	May 15, 2020	no	SCOTTSDALE, AZ	Previous registration
ALPHA SQUARED CAPITAL, LLC	Former SEC adviser	May 22, 2019	Sep 6, 2019	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	Lido	Aug 28, 2025	Aug 11, 2025	-17	Firm change	RIA to RIA
LIFETYME FINANCIAL ADVISORS, LLC	EDELMAN FINANCIAL ENGINES	May 15, 2020	Jun 26, 2020	42	Firm change	Other
ALPHA SQUARED CAPITAL, LLC	LIFETYME FINANCIAL ADVISORS, LLC	Sep 6, 2019	Oct 31, 2019	55	Firm change	RIA to state RIA

Relationships

Registered with (4)

→ LIDORegistered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Jun 26, 2020 to Aug 28, 2025factForm ADV
→ LIFETYME FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 31, 2019 to May 15, 2020factForm ADV
→ ALPHA SQUARED CAPITAL, LLCRegistered adviserregistration: previous registration
May 22, 2019 to Sep 6, 2019factForm ADV

Dated events

Occurred
Aug 28, 2025
Advisor changed firm
Ryan Patrick Cosgrove left Edelman Financial Engines for Lido (registered 2025-08-11)
Form ADVobserved 5 days ago