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.

AdvisorFromToTypeLeftRegistered
Nicholas James SturgisWaverly Advisors, LLC independent RIALido independent RIARIA to RIADec 23, 2024Jan 10, 2025
John Anthony BarnesWilliam Blair & Company L.L.C. BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2024Apr 1, 2025 (102 d)
Benjamin Ryan GottliebCentura Wealth Advisory independent RIALido independent RIARIA to RIADec 18, 2024May 21, 2025 (154 d)
Jon Ryan MorganShore Morgan Young Wealth Strategies independent RIALido independent RIARIA to RIANov 13, 2024Oct 10, 2024
Marya Changizi YoungShore Morgan Young Wealth Strategies independent RIALido independent RIARIA to RIANov 13, 2024Oct 10, 2024
Lewis Dorian ShoreShore Morgan Young Wealth Strategies independent RIALido independent RIARIA to RIANov 13, 2024Oct 10, 2024
Louis KimTlg Advisors, Inc. BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAOct 11, 2024Dec 8, 2025 (423 d)
Garin Ray RydalchLincoln Investment independent RIALido independent RIARIA to RIAOct 4, 2024Oct 17, 2024
Austin Martin TaylorEquitable Advisors, LLC national BDLido independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2024Dec 11, 2024 (68 d)
Robert John BarnesMariner BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2024Sep 19, 2024
Christian MartinezWela Financial Advisory independent RIALido independent RIARIA to RIASep 18, 2024Sep 24, 2024
Ben Jeffrey HamblenHornor, Townsend & Kent, LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2024Nov 4, 2024 (69 d)
Teancum Joshua StaffordEmpower Advisory Group, LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2024Sep 2, 2026 (747 d)
Andrew Kevin WissellJ.P. Morgan Securities LLC wirehouseLido independent RIAWirehouse to independent RIAAug 8, 2024Nov 5, 2025 (454 d)
Jerrod FosterParkside Advisors LLC independent RIALido independent RIARIA to RIAAug 1, 2024Sep 25, 2024 (55 d)
Paul Thomas KnippingPortfolio Design Advisors, Inc. independent RIALido independent RIARIA to RIAJul 2, 2024Dec 2, 2024 (153 d)
Andrew IelminiNeuberger Berman Bd LLC no RAUMLido independent RIAOtherJul 2, 2024Jul 15, 2024
Brooklyn Clark GriffinHightower Advisors, LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2024Aug 13, 2024 (49 d)
Jessica D FinoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLido independent RIAWirehouse to independent RIAJun 17, 2024Jul 10, 2024
Martin James AspinLPL Financial LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAJun 14, 2024Jun 20, 2024
Tristan Allen BishopLPL Financial LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2024Jul 8, 2024 (32 d)
Henry Luce HagenbuchRobertson Stephens independent RIALido independent RIARIA to RIAJun 3, 2024Oct 13, 2025 (497 d)
Victor M Campos NunezBridgelight Financial Advisors, Inc independent RIALido independent RIARIA to RIAMay 28, 2024Jan 5, 2024
Beck Douglass JohnsonUBS Financial Services Inc. wirehouseLido independent RIAWirehouse to independent RIAMay 23, 2024May 22, 2024
Jaron Robert WagnerMatter Family Office independent RIALido independent RIARIA to RIAApr 16, 2024Jan 1, 2025 (260 d)
Jason Brett BlumbergIdb Lido Wealth, LLC bank affiliatedLido independent RIAOtherApr 10, 2024Apr 10, 2024
Brycen Noel CowardKnowledge Leaders Capital, LLC asset managerLido independent RIAOtherApr 10, 2024Feb 4, 2022
Joshua Robert MillerColorado Financial Management LLC independent RIALido independent RIARIA to RIAMar 28, 2024Mar 28, 2024
James ChartreyColorado Financial Management LLC independent RIALido independent RIARIA to RIAMar 28, 2024Mar 28, 2024
Andrew Terrence HancockSbc Wealth Management independent RIALido independent RIARIA to RIAMar 6, 2024Feb 26, 2024
Brandon HeicklenSteelpeak Wealth, LLC independent RIALido independent RIARIA to RIAMar 4, 2024Mar 5, 2024
Gretchen Marie ZierolfHightower Advisors, LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2024Apr 3, 2024 (42 d)
Casey A PriscoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLido independent RIAWirehouse to independent RIAFeb 20, 2024Mar 5, 2024
Charles Patrick FaulhaberLord And Richards no RAUMLido independent RIAOtherFeb 2, 2024Jan 23, 2024
Mathias Pryce SilbersteinColorado Financial Management LLC independent RIALido independent RIARIA to RIAJan 23, 2024Sep 26, 2023
Julinda MillaNuveen Asset Management, LLC otherLido independent RIAOtherJan 22, 2024Mar 10, 2025 (413 d)
Brandon Marshall DenihanCrawford Investment Counsel Inc independent RIALido independent RIARIA to RIAJan 10, 2024Jan 22, 2024
Katherine Ann WohltPegasus Partners independent RIALido independent RIARIA to RIAJan 2, 2024Mar 19, 2025 (442 d)
Kayla Suzanne SchneiderPegasus Partners independent RIALido independent RIARIA to RIAJan 2, 2024Dec 4, 2024 (337 d)
Alexandra B PapellUBS Financial Services Inc. wirehouseLido independent RIAWirehouse to independent RIADec 26, 2023Mar 29, 2024 (94 d)
Matthew KulkaMorgan Stanley wirehouseLido independent RIAWirehouse to independent RIADec 22, 2023Feb 26, 2024 (66 d)
Jerry Anthony NigroClaybrook Capital, LLC independent RIALido independent RIARIA to RIADec 14, 2023Nov 13, 2023
Virginia Elizabeth AaronClaybrook Capital, LLC independent RIALido independent RIARIA to RIADec 14, 2023Nov 21, 2023
Griffin W MorganMasterworks Advisers, LLC asset managerLido independent RIAOtherDec 1, 2023May 14, 2024 (165 d)
Evaggelia Themis HatzimanolisUnited Capital Financial Advisors BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Sep 27, 2023
Dillon Scott GraceyUnited Capital Financial Advisors BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAOct 20, 2023Sep 22, 2023
Sarah Kelsey PhamU.S. Bancorp Investments, Inc. BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2023Feb 9, 2024 (149 d)
Sagar ShethTd Ameritrade Investment Management, LLC independent RIALido independent RIARIA to RIASep 7, 2023Feb 7, 2024 (153 d)
Daniel Thomas ReardonFisher Investments independent RIALido independent RIARIA to RIAAug 16, 2023Oct 5, 2023 (50 d)
Thomas Peter McdonnellMorgan Stanley wirehouseLido independent RIAWirehouse to independent RIAAug 15, 2023Jan 31, 2024 (169 d)
Garrett Brandon NilesMorgan Stanley wirehouseLido independent RIAWirehouse to independent RIAAug 11, 2023Aug 2, 2023
Stasia Elaine Cato-WashingtonFirst Foundation Advisors independent RIALido independent RIARIA to RIAJun 26, 2023Jun 13, 2023
Ramsey Michael AndrijevichFirst Foundation Advisors independent RIALido independent RIARIA to RIAJun 26, 2023Jun 13, 2023
Justin WalshCwm, LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2023Jul 30, 2025 (798 d)
Peter Tsutae MorimotoJ.P. Morgan Private Wealth Advisors LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2023May 1, 2023
Jonathan Wright JewittJ.P. Morgan Private Wealth Advisors LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2023May 1, 2023
Roy Morgan ElliottJ.P. Morgan Private Wealth Advisors LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2023May 2, 2023
Samuel Douglas HoeckJ.P. Morgan Private Wealth Advisors LLC BD affiliatedLido independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2023May 1, 2023
Meagan D'AngeloColorado Financial Management LLC independent RIALido independent RIARIA to RIAApr 20, 2023Apr 20, 2023
William Andrew SniderColorado Financial Management LLC independent RIALido independent RIARIA to RIAApr 18, 2023Apr 12, 2023
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267 moves match.