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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JACOB LOOSLE

Advisor at LIDO

LOS ANGELES, CA | DENVER, CO

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:cd541c75-a162-373c-470e-30a2a55538f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 19, 2015 to Sep 14, 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: May 6, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65
First exam: May 6, 2015
First registration: May 19, 2015
Dual registered: no
Other names: JACOB DANIEL LOOSLE
IAPD individual key: 5731597

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 2, 2025	n/a	yes	LOS ANGELES, CA\|DENVER, CO	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Dec 7, 2015	Jul 13, 2022	no	LOS ALTOS, CA\|LOS ALTOS, CA\|Menlo Park, CA	Previous registration
BEDROCK CAPITAL MANAGEMENT, INC.	Former SEC adviser	May 19, 2015	Dec 7, 2015	no	LOS ALTOS, CA	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
UNITED CAPITAL FINANCIAL ADVISORS	Lido	Jul 13, 2022	Jan 2, 2025	904	Firm change after gap	Ibd to RIA
BEDROCK CAPITAL MANAGEMENT, INC.	UNITED CAPITAL FINANCIAL ADVISORS	Dec 7, 2015	Dec 7, 2015	0	Firm change	Other

Relationships

Registered with (3)

→ LIDORegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Dec 7, 2015 to Jul 13, 2022factForm ADV
→ BEDROCK CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
May 19, 2015 to Dec 7, 2015factForm ADV

Dated events

Occurred
Jul 13, 2022
Advisor changed firm
Jacob Loosle left United Capital Financial Advisors for Lido (registered 2025-01-02)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd541c75-a162-373c-470e-30a2a55538f8
First observed: May 19, 2015
Last observed: Sep 14, 2026 6 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.

JACOB LOOSLE

Advisor at LIDO

LOS ANGELES, CA | DENVER, CO

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:cd541c75-a162-373c-470e-30a2a55538f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Lido

Independent wealth

Jan 2, 2025

n/a

yes

LOS ANGELES, CA|DENVER, CO

Current employment

UNITED CAPITAL FINANCIAL ADVISORS

Independent wealth

Dec 7, 2015

Jul 13, 2022

LOS ALTOS, CA|LOS ALTOS, CA|Menlo Park, CA

Previous registration

BEDROCK CAPITAL MANAGEMENT, INC.

Former SEC adviser

May 19, 2015

Dec 7, 2015

LOS ALTOS, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

UNITED CAPITAL FINANCIAL ADVISORS

Lido

Jul 13, 2022

Jan 2, 2025

904

Firm change after gap

Ibd to RIA

BEDROCK CAPITAL MANAGEMENT, INC.

UNITED CAPITAL FINANCIAL ADVISORS

Dec 7, 2015

Firm change

Other