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 Idb Lido Wealth, LLC
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 |
|---|---|---|---|---|---|
| Ana Paola Bou- Goldsmith | Idb Lido Wealth, LLC bank affiliated | Prosperity - An Eisneramper Company independent RIA | Other | May 29, 2025 | May 23, 2025 |
| Jason Brett Blumberg | Idb Lido Wealth, LLC bank affiliated | Lido independent RIA | Other | Apr 10, 2024 | Apr 10, 2024 |
| Marc Ordona | Idb Lido Wealth, LLC bank affiliated | Calamos Wealth Management LLC independent RIA | Other | Sep 12, 2023 | Sep 20, 2023 |
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3 moves match.