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.

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

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Mar 3, 2014

First registration

May 1, 2019

Dual registered

no

Other names

BRIAN P ESTEP

IAPD individual key

6202168

• Occurred

  Apr 8, 2026
  Advisor changed firm

  Brian Philip Alan Estep left Mercer Global Advisors Inc. for Lido (registered 2026-04-08)

  Form ADVobserved 5 days ago
• Occurred

  Nov 7, 2024
  Advisor changed firm

  Brian Philip Alan Estep left Raymond James Financial Services Advisors, Inc for Mercer Global Advisors Inc. (registered 2024-11-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba66e69c-9e01-513d-171a-5e96ad22b74c

First observed

May 1, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.