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Advisor at LIDO
LOS ANGELES, CA | Wellesley, MA
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 | Nov 21, 2023 | n/a | yes | LOS ANGELES, CA|Wellesley, MA | Current employment |
| CLAYBROOK CAPITAL, LLC | Former SEC adviser | Jan 4, 2017 | Dec 14, 2023 | no | WELLESLEY, MA | Previous registration |
| ROBERTSON STEPHENS ADVISORS | Former SEC adviser | Jun 18, 2015 | Jan 5, 2017 | no | BOSTON, MA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jul 11, 2008 | no | BOSTON, MA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Mar 12, 2007 | Apr 2, 2007 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLAYBROOK CAPITAL, LLC | Lido | Dec 14, 2023 | Nov 21, 2023 | -23 | Firm change | RIA to RIA |
| ROBERTSON STEPHENS ADVISORS | CLAYBROOK CAPITAL, LLC | Jan 5, 2017 | Jan 4, 2017 | -1 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | ROBERTSON STEPHENS ADVISORS | Jul 11, 2008 | Jun 18, 2015 | 2,533 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 286209:269866:MA:2023-12-14 | Dec 14, 2023 | Nov 21, 2023 | WELLESLEY, MA | Firm change |
| 166736:286209:MA:2017-01-05 | Jan 5, 2017 | Jan 4, 2017 | BOSTON, MA | Firm change |