DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LIDO
Indianapolis, IN | 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 | Jul 30, 2026 | n/a | yes | LOS ANGELES, CA|Indianapolis, IN | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Sep 19, 2024 | Jul 20, 2026 | no | Boca Raton, FL|DENVER, CO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 28, 2011 | Jul 25, 2012 | no | INDIANAPOLIS, IN|CHARLOTTE, NC | Previous registration |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | No RAUM reported | Sep 6, 2003 | Oct 13, 2003 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Lido | Jul 20, 2026 | Jul 30, 2026 | 10 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | MERCER GLOBAL ADVISORS INC. | Jul 25, 2012 | Sep 19, 2024 | 4,439 | Firm change after gap | Wirehouse to RIA |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | WELLS FARGO ADVISORS | Oct 13, 2003 | Jun 28, 2011 | 2,815 | Firm change after gap | Other |