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 |
|---|---|---|---|---|---|
| Norman Scott Gunn | Lido independent RIA | Independent Advisor Alliance, LLC independent RIA | RIA to RIA | Jan 2, 2020 | May 22, 2023 (1236 d) |
| Bryant Gene Merryman | Lido independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Sep 30, 2019 | Oct 11, 2019 |
| Joseph Alan Koehler | Lido independent RIA | Cibc Private Wealth Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2019 | May 14, 2025 (2126 d) |
| Alisha Zianne Reilly | Lido independent RIA | Lgt Financial Advisors LLC independent RIA | RIA to RIA | Jun 25, 2018 | Aug 17, 2021 (1149 d) |
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64 moves match.