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
- Vice President, Client Relationship Managerreportedlidoadvisors.comfirm site, Sep 15, 2026
- Professional profile
- lidoadvisors.com/team/gunit-bedireportedlidoadvisors.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 Jan 21, 2025 · Los Angeles, Ca
- A••••• W••••• M••••••••• L•• formerNov 8, 2018 to Jan 23, 2025 · Los Angeles, Ca
- U•• F•••••••• S••••••• I••• wirehouseFeb 23, 2009 to Dec 10, 2017 · Los Angeles, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 3, 2003 to Feb 23, 2009 · Los Angeles, Ca
- A••••• W••••• M••••••••• L•• to L•••left Jan 23, 2025, registered Jan 21, 2025 (-2 days) · RIA to RIA · moved with a team
- U•• F•••••••• S••••••• I••• to A••••• W••••• M••••••••• L••left Dec 10, 2017, registered Nov 8, 2018 (333 days) · Wirehouse to independent RIA · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Feb 23, 2009, registered Feb 23, 2009 (0 days) · Wirehouse to wirehouse
- G•••• K••• B••• left A••••• W••••• M••••••••• L•• for Lido (registered 2025-01-21)Jan 23, 2025 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address