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Advisor at LIDO
Wellesley, MA | 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 | Nov 13, 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 19, 2015 | Jan 5, 2017 | no | BOSTON, MA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 18, 2008 | Jun 29, 2015 | no | BOSTON, MA|BOSTON, MA|WEEHAWKEN, NJ|BOSTON, MA | Previous registration |
| GOLDMAN SACHS & CO. LLC | Wirehouse | Aug 17, 2001 | Dec 4, 2003 | no | CLIFTON PARK, NY|COHOES, NY|CLIFTON PARK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLAYBROOK CAPITAL, LLC | Lido | Dec 14, 2023 | Nov 13, 2023 | -31 | Firm change after gap | RIA to RIA |
| ROBERTSON STEPHENS ADVISORS | CLAYBROOK CAPITAL, LLC | Jan 5, 2017 | Jan 4, 2017 | -1 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | ROBERTSON STEPHENS ADVISORS | Jun 29, 2015 | Jun 19, 2015 | -10 | Firm change | Other |
| GOLDMAN SACHS & CO. LLC | UBS FINANCIAL SERVICES INC. | Dec 4, 2003 | Aug 18, 2008 | 1,719 | Firm change after gap | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 286209:269866:MA:2023-12-14 | Dec 14, 2023 | Nov 13, 2023 | WELLESLEY, MA | Firm change after gap |
| 166736:286209:MA:2017-01-05 | Jan 5, 2017 | Jan 4, 2017 | BOSTON, MA | Firm change |