RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Managing Director, Senior Wealth Advisorreportedlidoadvisors.comfirm site, Sep 15, 2026
- Professional profile
- lidoadvisors.com/team/peter-morimotoreportedlidoadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L••• independent RIA currentsince May 1, 2023 · Los Angeles, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• formerJan 11, 2019 to May 23, 2023 · San Diego, Ca
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Jan 15, 2019 · San Diego, Ca
- W•••• F•••• I••••••••• L•• unclassifiedMay 15, 2001 to Jan 3, 2011 · La Jolla, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• to L•••left May 23, 2023, registered May 1, 2023 (-22 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- W•••• F•••• A••••••• to J••• M••••• P•••••• W••••• A••••••• L••left Jan 15, 2019, registered Jan 11, 2019 (-4 days) · Wirehouse to independent RIA · moved with a team
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- P•••• T••••• M••••••• left J••• M••••• P•••••• W••••• A••••••• L•• for Lido (registered 2023-05-01)May 23, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address