DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at 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 |
|---|---|---|---|---|---|
| Jotham Zachary Monsma | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 21, 2025 |
| Andrew David Stewart | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 21, 2025 |
| Joseph Stephen Crowley | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 21, 2025 |
| Daniella Maria Amore | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 21, 2025 |
| Joel Harding Van Buren | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 18, 2025 |
| Noah Scott Melquist | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 21, 2025 |
| Daniel Joseph Smith | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 18, 2025 |
| Benjamin Samoylov | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 18, 2025 |
| Ryan Patrick Cosgrove | Edelman Financial Engines independent RIA | Lido independent RIA | RIA to RIA | Aug 28, 2025 | Aug 11, 2025 |
| David Jonathan Douglas | Southstate Private Capital Management LLC independent RIA | Lido independent RIA | RIA to RIA | Aug 11, 2025 | Aug 12, 2025 |
| Matthew James Ross | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Aug 5, 2025 | Apr 8, 2026 (246 d) |
| Jessica Lily Vongsaphay | Sequoia Financial Group, L.L.C. independent RIA | Lido independent RIA | RIA to RIA | Aug 5, 2025 | Mar 3, 2026 (210 d) |
| David Blane Daughtrey | Copperwynd Financial independent RIA | Lido independent RIA | RIA to RIA | Jul 25, 2025 | Jun 13, 2025 |
| Deborah Kerr | Copperwynd Financial independent RIA | Lido independent RIA | RIA to RIA | Jul 25, 2025 | Jun 16, 2025 |
| David Behr Lipsey | Wells Fargo Investment Institute, Inc. independent RIA | Lido independent RIA | RIA to RIA | Jul 23, 2025 | Jul 24, 2025 |
| Thomas Edwin Mirth | Kestra Advisory Services, LLC BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2025 | Jul 25, 2025 |
| Edward John Gueits | Empower Advisory Group, LLC BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2025 | Apr 1, 2026 (259 d) |
| Gavin J Stellpflug | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Jul 15, 2025 | Jul 30, 2025 |
| Nolan Dietel | Prairieview Partners, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 27, 2025 | May 6, 2025 |
| Erick Scot Newton | Copperwynd Financial independent RIA | Lido independent RIA | RIA to RIA | Jun 16, 2025 | Jun 13, 2025 |
| Myra K Alport | Copperwynd Financial independent RIA | Lido independent RIA | RIA to RIA | Jun 16, 2025 | Jun 13, 2025 |
| Jacob O Eggett | Copperwynd Financial independent RIA | Lido independent RIA | RIA to RIA | Jun 16, 2025 | Jun 13, 2025 |
| Corrina Elizabeth Olson | Copperwynd Financial independent RIA | Lido independent RIA | RIA to RIA | Jun 16, 2025 | Jun 13, 2025 |
| Javier Jimenez | Copperwynd Financial independent RIA | Lido independent RIA | RIA to RIA | Jun 16, 2025 | Jun 13, 2025 |
| Aaron Lawrence Love | Copperwynd Financial independent RIA | Lido independent RIA | RIA to RIA | Jun 16, 2025 | Jun 17, 2025 |
| Laura Joan Braverman | Bluepointe Capital Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 6, 2025 | May 31, 2025 |
| Sanjeev Sardana | Bluepointe Capital Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 6, 2025 | Jun 3, 2025 |
| Janice Mitsuko Osugi | Bluepointe Capital Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 6, 2025 | Jun 3, 2025 |
| Christian Samuel Tiscareno | Bluepointe Capital Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 6, 2025 | Jun 3, 2025 |
| Ashish Paresh Patel | Bluepointe Capital Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 6, 2025 | Jun 3, 2025 |
| Michael Ryan Mcmullin | Goldman Sachs Wealth Services, L.P. BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | Dec 18, 2025 (217 d) |
| Ryan Pittman | Cg Advisory Services independent RIA | Lido independent RIA | RIA to RIA | May 6, 2025 | May 19, 2025 |
| Jeffrey Douglas Bjornson | Cetera Investment Advisers LLC BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2025 | Jun 4, 2025 (36 d) |
| Michael James Lindeman | RBC Capital Markets, LLC national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2025 | Apr 8, 2025 |
| Howard Jay Spielberg | Strategic Advisers LLC national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2025 | May 23, 2025 (49 d) |
| Ford Schipporeit Van Winkle | Freestone Capital Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Mar 24, 2025 | May 15, 2025 (52 d) |
| Edward J Comerford | Equitable Advisors, LLC national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2025 | Aug 27, 2025 (183 d) |
| Jason Teich | Alliancebernstein L.P. asset manager | Lido independent RIA | Other | Feb 12, 2025 | Feb 7, 2025 |
| Warren Patrick Baker | Platte River Wealth Advisors, LLC independent RIA | Lido independent RIA | RIA to RIA | Feb 6, 2025 | Dec 12, 2024 |
| Jenny Marie Dudrey | Platte River Wealth Advisors, LLC independent RIA | Lido independent RIA | RIA to RIA | Feb 6, 2025 | Dec 12, 2024 |
| Tyler Richard Olsen | Platte River Wealth Advisors, LLC independent RIA | Lido independent RIA | RIA to RIA | Feb 6, 2025 | Dec 12, 2024 |
| Matthew D'Attilio | Pegasus Partners independent RIA | Lido independent RIA | RIA to RIA | Jan 31, 2025 | Dec 3, 2024 |
| Patrick M Savage | Pegasus Partners independent RIA | Lido independent RIA | RIA to RIA | Jan 31, 2025 | Dec 3, 2024 |
| John Thomas Kennedy | Pegasus Partners independent RIA | Lido independent RIA | RIA to RIA | Jan 31, 2025 | Dec 2, 2024 |
| Todd Matthew Krieg | Pegasus Partners independent RIA | Lido independent RIA | RIA to RIA | Jan 31, 2025 | Dec 2, 2024 |
| Nils Johan Dillon | Pegasus Partners independent RIA | Lido independent RIA | RIA to RIA | Jan 31, 2025 | Dec 3, 2024 |
| Brooke Emily Napiwocki | Pegasus Partners independent RIA | Lido independent RIA | RIA to RIA | Jan 31, 2025 | Dec 3, 2024 |
| Brian Joseph Leadley | Pegasus Partners independent RIA | Lido independent RIA | RIA to RIA | Jan 31, 2025 | Dec 3, 2024 |
| Alexander Ryan Mathews | Pegasus Partners independent RIA | Lido independent RIA | RIA to RIA | Jan 31, 2025 | Dec 3, 2024 |
| Greg Robert Satz | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 18, 2025 |
| Nathaniel Steven Downes | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 21, 2025 |
| Eric H. Taslitz | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 22, 2025 |
| Gunit Kaur Bedi | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 21, 2025 |
| James Scott Duncanson | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 17, 2025 |
| Peter S Lee | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 21, 2025 |
| Amit Josef | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 22, 2025 |
| Kirstie Nichole Hunt | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 21, 2025 |
| Rebecca Ann Rang | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 19, 2025 |
| Thomas Franz Ryan | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 22, 2025 |
| Elbert Huang Liu | Avitas Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Jan 23, 2025 | Jan 5, 2026 (347 d) |
267 moves match.