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Reading the graph
Advisor at LIDO
COTTONWOOD HEIGHTS, UT | 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 | Sep 18, 2025 | n/a | yes | COTTONWOOD HEIGHTS, UT|LOS ANGELES, CA | Current employment |
| OLYMPUS WEALTH MANAGEMENT, LLC | Former SEC adviser | Jul 28, 2022 | Sep 19, 2025 | no | COTTONWOOD HEIGHTS, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OLYMPUS WEALTH MANAGEMENT, LLC | Lido | Sep 19, 2025 | Sep 18, 2025 | -1 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173715:269866:UT:2025-09-19 | Sep 19, 2025 | Sep 18, 2025 | COTTONWOOD HEIGHTS, UT | Firm change |