DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant18 years in industry

BRIAN GLENN BLACKWELL

Advisor at LIDO

LOS ANGELES, CA | Atlanta, GA

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:acd678b1-2fb9-bc75-ed23-1137c6102f5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 17, 2008 to Sep 15, 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: Oct 8, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Oct 8, 2007
First registration: Jun 17, 2008
Dual registered: no
IAPD individual key: 5243555

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	Jan 25, 2023	n/a	yes	LOS ANGELES, CA\|Atlanta, GA	Current employment
SPOTLIGHT ASSET GROUP	Former SEC adviser	Feb 4, 2021	Jan 13, 2023	no	OAKBROOK TERRACE, IL\|Marietta, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 8, 2017	Jan 6, 2021	no	ATLANTA, GA\|ALPHARETTA, GA\|MARIETTA, GA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 17, 2008	Aug 1, 2016	no	DUNWOODY, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	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
SPOTLIGHT ASSET GROUP	Lido	Jan 13, 2023	Jan 25, 2023	12	Firm change	RIA to RIA
LPL FINANCIAL LLC	SPOTLIGHT ASSET GROUP	Jan 6, 2021	Feb 4, 2021	29	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	LPL FINANCIAL LLC	Aug 1, 2016	May 8, 2017	280	Firm change	Other

Relationships

Registered with (4)

→ LIDORegistered adviserregistration: current employment
Jan 25, 2023 to presentfactForm ADV
→ SPOTLIGHT ASSET GROUPRegistered adviserregistration: previous registration
Feb 4, 2021 to Jan 13, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 8, 2017 to Jan 6, 2021factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 17, 2008 to Aug 1, 2016factForm ADV

Dated events

Occurred
Jan 13, 2023
Advisor changed firm
Brian Glenn Blackwell left Spotlight Asset Group for Lido (registered 2023-01-25)
Form ADVobserved 6 days ago