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
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 |
|---|---|---|---|---|---|
| Thomas Peter Mcdonnell | Lido independent RIA | Merit Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 2, 2026 | Sep 3, 2026 |
| Tristan Allen Bishop | Lido independent RIA | Grimes & Company independent RIA | RIA to RIA | Sep 2, 2026 | Sep 3, 2026 |
| Andrew Christensen | Lido independent RIA | Stifel, Nicolaus & Company, Incorporated national BD | RIA to affiliated broker-dealer or bank | Sep 2, 2026 | Sep 11, 2026 |
| Jeffrey Dingle | Lido independent RIA | Brooklyn Fi, LLC independent RIA | RIA to RIA | Sep 2, 2026 | Sep 4, 2026 |
| Trevor Guenther | Lido independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Aug 12, 2026 | Sep 2, 2026 |
| Grady Harrison Camps | Lido independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | May 29, 2026 | May 6, 2026 |
| John David Griffin | Lido independent RIA | Mainsail Financial Group independent RIA | RIA to RIA | May 27, 2026 | Jun 12, 2026 |
| Victor M Campos Nunez | Lido independent RIA | Warren Street Wealth Advisors, LLC independent RIA | RIA to RIA | May 27, 2026 | Jul 27, 2026 (61 d) |
| Maxwell Joseph Westheimer | Lido independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Mar 31, 2026 |
| Beau Gross | Lido independent RIA | Annex Wealth Management, LLC independent RIA | RIA to RIA | Apr 8, 2026 | May 5, 2026 |
| Akiva Zvi Glazerson | Lido independent RIA | Stq Capital state registered | RIA to a state-registered adviser | Mar 26, 2026 | Apr 2, 2026 |
| Daniel Joseph Smith | Lido independent RIA | Francis Financial independent RIA | RIA to RIA | Mar 11, 2026 | Apr 16, 2026 (36 d) |
| Jeremiah Orlando James | Lido independent RIA | Alliancebernstein L.P. asset manager | Other | Feb 13, 2026 | Feb 17, 2026 |
| Alexander Frederick Mcclain | Lido independent RIA | Prime Capital Financial mixed wealth | RIA to RIA | Feb 13, 2026 | Feb 2, 2026 |
| Jonathan Daniel Caprilli | Lido independent RIA | Audent Global Asset Management, LLC independent RIA | RIA to RIA | Jan 14, 2026 | Feb 6, 2026 |
| Garin Ray Rydalch | Lido independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 3, 2025 | Nov 12, 2025 |
| Evaggelia Themis Hatzimanolis | Lido independent RIA | Creative Planning independent RIA | RIA to RIA | Nov 13, 2025 | Mar 9, 2026 (116 d) |
| Ashley Nicole Papa | Lido independent RIA | Digital Ascension Group - Wealth other | Other | Oct 17, 2025 | Nov 9, 2025 |
| Jason Teich | Lido independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Oct 17, 2025 | Oct 14, 2025 |
| Deborah Kerr | Lido independent RIA | Wellspring Financial Partners mixed wealth | RIA to RIA | Aug 22, 2025 | Sep 24, 2025 (33 d) |
| Sarah Kelsey Pham | Lido independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 17, 2025 | Aug 13, 2025 (57 d) |
| Martin James Aspin | Lido independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | May 29, 2025 | May 27, 2025 |
| Justin Scott Moreci | Lido independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2025 | May 14, 2025 |
| William Eugene Maples | Lido independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2025 | Apr 29, 2025 |
| Benjamin Lloyd | Lido independent RIA | Jfg Wealth Management, LLC independent RIA | RIA to RIA | May 7, 2025 | Apr 17, 2025 |
| Barry Philip Julien | Lido independent RIA | Oakhurst Capital Advisors, LLC asset manager | Other | Apr 3, 2025 | Jan 20, 2021 |
| Dana Sikora | Lido independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 5, 2024 | Nov 14, 2024 |
| Garrett Brandon Niles | Lido independent RIA | Creative Planning independent RIA | RIA to RIA | Nov 7, 2024 | Oct 8, 2024 |
| Brycen Noel Coward | Lido independent RIA | Meridian Wealth Management, LLC independent RIA | RIA to RIA | Aug 28, 2024 | Jun 28, 2024 |
| William Andrew Snider | Lido independent RIA | One Advisory Partners, LLC independent RIA | RIA to RIA | Jul 10, 2024 | Apr 22, 2025 (286 d) |
| Brian Wesley Mills | Lido independent RIA | Savvy independent RIA | RIA to RIA | Jul 1, 2024 | Jun 10, 2024 |
| Callum Harris | Lido independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 14, 2024 | Jun 10, 2024 |
| Daniel Dongmin Kim | Lido independent RIA | Connectus Wealth independent RIA | RIA to RIA | Apr 8, 2024 | Apr 19, 2024 |
| Casey A Prisco | Lido independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Mar 20, 2024 | Jul 27, 2024 (129 d) |
| Patrick Michael Shaw | Lido independent RIA | Mariner Independent independent RIA | RIA to RIA | Mar 15, 2024 | Mar 20, 2024 |
| Bryant Schulman | Lido independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Mar 1, 2024 | Jun 14, 2024 (105 d) |
| Mathias Pryce Silberstein | Lido independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Jan 23, 2024 | Feb 1, 2024 |
| Michael Anthony Sanchez | Lido independent RIA | Integrity Financial Corporation independent RIA | RIA to RIA | Jan 22, 2024 | Jul 14, 2025 (539 d) |
| Joshua Aaron Perlmutter | Lido independent RIA | Atlas no RAUM | Other | Dec 12, 2023 | Jan 3, 2024 |
| Kevin B Morrissey | Lido independent RIA | Connectus Wealth independent RIA | RIA to RIA | Nov 16, 2023 | Jan 10, 2024 (55 d) |
| Michael Rourke Burke | Lido independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2023 | Jan 9, 2026 (785 d) |
| Dominique Langerman | Lido independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Nov 16, 2023 | Oct 1, 2025 (685 d) |
| Long N Tran | Lido independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | Nov 14, 2023 | Dec 15, 2023 (31 d) |
| Marc Ordona | Lido independent RIA | Idb Lido Wealth, LLC no RAUM | RIA to a newly registered adviser | Sep 12, 2023 | Jun 4, 2023 |
| Robert Louis Lucente | Lido independent RIA | Colorado Financial Management LLC independent RIA | RIA to RIA | Apr 14, 2023 | Apr 13, 2023 |
| James Chartrey | Lido independent RIA | Colorado Financial Management LLC independent RIA | RIA to RIA | Apr 14, 2023 | Apr 13, 2023 |
| Howard Bernard Aschwald | Lido independent RIA | Delta Investment Management, LLC independent RIA | RIA to RIA | Dec 22, 2022 | Apr 1, 2022 |
| Daniel Craig Young | Lido independent RIA | Delta Investment Management, LLC independent RIA | RIA to RIA | Dec 22, 2022 | Sep 15, 2022 |
| Xuan Wang | Lido independent RIA | Delta Investment Management, LLC independent RIA | RIA to RIA | Dec 20, 2022 | Aug 8, 2024 (597 d) |
| Anthony Henry Cortina | Lido independent RIA | Wolf Group Capital Advisors independent RIA | RIA to RIA | Sep 9, 2022 | Nov 22, 2022 (74 d) |
| Gregory Warren | Lido independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 15, 2022 | Apr 2, 2026 (1357 d) |
| John Salvatore Tassone | Lido independent RIA | Corient Shc Wealth Management (US) LP independent RIA | RIA to RIA | Jan 12, 2022 | May 17, 2022 (125 d) |
| Philip Charles Hagopian | Lido independent RIA | Westmount Partners, LLC independent RIA | RIA to RIA | Oct 5, 2021 | Jan 20, 2022 (107 d) |
| Jesse Dale | Lido independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 23, 2021 | Oct 20, 2021 |
| Ann Marie Sandquist | Lido independent RIA | Schechter Investment Advisors, LLC independent RIA | RIA to RIA | Jun 11, 2021 | Jan 14, 2022 (217 d) |
| Susan E. Kim | Lido independent RIA | New Edge Wealth independent RIA | RIA to RIA | May 28, 2021 | Jul 20, 2021 (53 d) |
| Brian C Park | Lido independent RIA | Northcoast Asset Management LLC independent RIA | RIA to RIA | Nov 30, 2020 | Jun 16, 2021 (198 d) |
| Sean Patrick O'Connor | Lido independent RIA | Columbia Pacific Wealth Management independent RIA | RIA to RIA | Nov 17, 2020 | Mar 2, 2021 (105 d) |
| Robert Edward Whelan | Lido independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Aug 3, 2020 | May 15, 2024 (1381 d) |
| Norman Scott Gunn | Lido independent RIA | Independent Advisor Alliance, LLC independent RIA | RIA to RIA | Jan 2, 2020 | May 22, 2023 (1236 d) |
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63 moves match.