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Advisor at MAINSAIL FINANCIAL GROUP
BELLEVUE, WA
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 |
|---|---|---|---|---|---|---|
| MAINSAIL FINANCIAL GROUP | Independent wealth | Jun 12, 2026 | n/a | yes | BELLEVUE, WA | Current employment |
| Lido | Independent wealth | Aug 28, 2025 | May 27, 2026 | no | LOS ANGELES, CA|Bellevue, WA | Previous registration |
| BRIGHTON JONES LLC | Independent wealth | Aug 2, 2019 | Dec 20, 2022 | no | SEATTLE, WA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Sep 26, 2018 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 29, 2015 | Jul 13, 2018 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Lido | MAINSAIL FINANCIAL GROUP | May 27, 2026 | Jun 12, 2026 | 16 | Firm change | RIA to RIA |
| BRIGHTON JONES LLC | Lido | Dec 20, 2022 | Aug 28, 2025 | 982 | Firm change after gap | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | BRIGHTON JONES LLC | Sep 26, 2018 | Aug 2, 2019 | 310 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |