DFX Intelligence
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.
Advisor moves
Departures from Lido Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gregory Paul Kushner | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Norman Scott Gunn | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Jeffrey Anton Christie | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Brendan William Van Cleve | Lido Advisors other | Lido independent RIA | Other | Jul 22, 2015 | Jan 1, 2025 (3451 d) |
| Jeffrey Joseph Westheimer | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Jason Jay Ozur | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Alisha Zianne Reilly | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Jason Brett Blumberg | Lido Advisors other | Idb Lido Wealth, LLC no RAUM | Other | Jul 22, 2015 | Apr 25, 2023 (2834 d) |
| Scott David Brokaw | Lido Advisors other | Lido independent RIA | Other | Jul 22, 2015 | Jul 14, 2022 (2549 d) |
| Evan Robert Levy | Lido Advisors other | Lido independent RIA | Other | Jul 22, 2015 | Jul 12, 2022 (2547 d) |
| Alexandra Marie Browne | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Jeffrey N. Eisfelder | Lido Advisors other | Emerald Allocation Strategies, LLC no RAUM | Other | Jan 5, 2009 | Feb 6, 2009 (32 d) |
| Canon Jill Price | Lido Advisors other | Beverly Investment Advisors LLC other | Other | Dec 31, 2002 | Nov 12, 2002 |
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13 moves match.