DFX 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 |
|---|---|---|---|---|---|
| Luke Robert Daniel | Colorado Financial Management LLC independent RIA | Lido independent RIA | RIA to RIA | Apr 18, 2023 | May 31, 2024 (409 d) |
| Jordan Tyler Kunz | Colorado Financial Management LLC independent RIA | Lido independent RIA | RIA to RIA | Apr 18, 2023 | Apr 14, 2023 |
| Viktoria Falus | Colorado Financial Management LLC independent RIA | Lido independent RIA | RIA to RIA | Apr 18, 2023 | May 29, 2024 (407 d) |
| Barbara Katrien Lommen | Colorado Financial Management LLC independent RIA | Lido independent RIA | RIA to RIA | Apr 18, 2023 | Apr 13, 2023 |
| Grant Daniel Vahalla | Advice And Planning Services BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2023 | Apr 14, 2023 |
| Derek Robert Tam | Svb Wealth independent RIA | Lido independent RIA | RIA to RIA | Feb 27, 2023 | Mar 14, 2023 |
| John Michael Mcinerney | Morgan Stanley wirehouse | Lido independent RIA | Wirehouse to independent RIA | Feb 16, 2023 | Sep 22, 2023 (218 d) |
| Kelly Nicole Oliver | Cope Connelly independent RIA | Lido independent RIA | RIA to RIA | Jan 20, 2023 | May 29, 2024 (495 d) |
| Brian Glenn Blackwell | Spotlight Asset Group independent RIA | Lido independent RIA | RIA to RIA | Jan 13, 2023 | Jan 25, 2023 |
| James Chartrey | Mariner BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2022 | Dec 22, 2022 |
| John David Griffin | Brighton Jones LLC independent RIA | Lido independent RIA | RIA to RIA | Dec 20, 2022 | Aug 28, 2025 (982 d) |
| Patrick Michael Shaw | Mariner BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2022 | Jan 25, 2023 (79 d) |
| Justin Scott Moreci | Morgan Stanley wirehouse | Lido independent RIA | Wirehouse to independent RIA | Jul 28, 2022 | Aug 2, 2022 |
| Raul Acevedo | Stifel, Nicolaus & Company, Incorporated national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2022 | Aug 5, 2022 |
| Elias Kaplan | Altfest Personal Wealth Management independent RIA | Lido independent RIA | RIA to RIA | Jul 18, 2022 | Jul 6, 2022 |
| Jacob Loosle | United Capital Financial Advisors BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2022 | Jan 2, 2025 (904 d) |
| David Stephen Haddad | Mosif Capital LLC unclassified | Lido independent RIA | Other | Jul 13, 2022 | Aug 9, 2022 |
| Joseph Emanuel Romeo | UBS Financial Services Inc. wirehouse | Lido independent RIA | Wirehouse to independent RIA | Jun 22, 2022 | Jul 7, 2022 |
| Maria Elena Bird | Goldman Sachs Wealth Services, L.P. BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 15, 2022 | Feb 27, 2026 (1353 d) |
| Long N Tran | Mission Wealth Management, LP independent RIA | Lido independent RIA | RIA to RIA | Jun 1, 2022 | Jul 27, 2022 (56 d) |
| Anthony Henry Cortina | Curi Capital, LLC independent RIA | Lido independent RIA | RIA to RIA | May 31, 2022 | Jun 2, 2022 |
| Gregory Warren | J.P. Morgan Securities LLC wirehouse | Lido independent RIA | Wirehouse to independent RIA | May 13, 2022 | Jun 2, 2022 |
| Robert Louis Lucente | Withum Wealth Management independent RIA | Lido independent RIA | RIA to RIA | May 12, 2022 | Feb 1, 2023 (265 d) |
| Paul Anthony Anello | Fisher Investments independent RIA | Lido independent RIA | RIA to RIA | May 3, 2022 | Aug 12, 2022 (101 d) |
| Akiva Zvi Glazerson | RBC Capital Markets, LLC national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2022 | Dec 23, 2024 (970 d) |
| Walker Thomas Williams | Alliancebernstein L.P. other | Lido independent RIA | Other | Mar 7, 2022 | Apr 2, 2024 (757 d) |
| Daniel Dongmin Kim | Ritholtz Wealth Management independent RIA | Lido independent RIA | RIA to RIA | Jan 20, 2022 | Jan 20, 2022 |
| Dominique Langerman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Jan 7, 2022 | Jan 19, 2022 |
| Tyler J Tevich | Northern Trust Securities, Inc BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2021 | Dec 15, 2021 |
| Stacy Lynn Beattie | Stifel, Nicolaus & Company, Incorporated national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2021 | Apr 6, 2022 (187 d) |
| Justin Cho | LPL Financial LLC BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2021 | Oct 11, 2021 |
| Olivia Zaiya | Callan Capital, LLC independent RIA | Lido independent RIA | RIA to RIA | Sep 4, 2021 | Aug 19, 2021 |
| Brian Wayne Appel | Charles Schwab & Co., Inc. national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2021 | Jun 6, 2022 (307 d) |
| Stuart Henry Katz | Alliancebernstein L.P. other | Lido independent RIA | Other | Jul 13, 2021 | Jul 6, 2021 |
| Philip Charles Hagopian | Centaurus Financial, Inc. BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 28, 2021 | Jun 22, 2021 |
| Kevin B Morrissey | Grimes & Company independent RIA | Lido independent RIA | RIA to RIA | Jun 23, 2021 | Mar 3, 2022 (253 d) |
| Callum Harris | United Capital Financial Advisors BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 22, 2021 | Mar 29, 2021 |
| Jeffrey Paul Kaufmann | Svb Wealth independent RIA | Lido independent RIA | RIA to RIA | Feb 8, 2021 | Feb 9, 2021 |
| John Salvatore Tassone | Svb Wealth independent RIA | Lido independent RIA | RIA to RIA | Feb 8, 2021 | Feb 9, 2021 |
| Dominik Elmasian | Svb Wealth independent RIA | Lido independent RIA | RIA to RIA | Jan 26, 2021 | Feb 9, 2021 |
| Howard Bernard Aschwald | Quantum Capital Management independent RIA | Lido independent RIA | RIA to RIA | Dec 23, 2020 | Jan 4, 2021 |
| Daniel Craig Young | Quantum Capital Management independent RIA | Lido independent RIA | RIA to RIA | Dec 23, 2020 | Jan 7, 2021 |
| Barry Philip Julien | First Western Capital Management Company mixed wealth | Lido independent RIA | RIA to RIA | Dec 4, 2020 | Jan 6, 2021 (33 d) |
| Colin Charles Grover | Liberty Wealth Advisors, LLC independent RIA | Lido independent RIA | RIA to RIA | Dec 4, 2020 | Oct 12, 2020 |
| Roberto Mario Paredes | Mariner BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2020 | Jan 6, 2021 (36 d) |
| Jonathan Daniel Caprilli | Manchester Capital Management LLC independent RIA | Lido independent RIA | RIA to RIA | Nov 16, 2020 | May 2, 2022 (532 d) |
| Marc Ordona | Morgan Stanley wirehouse | Lido independent RIA | Wirehouse to independent RIA | Sep 17, 2020 | Sep 16, 2020 |
| Scott Matthew Berman | Coliseum Wealth Management, LLC unclassified | Lido independent RIA | Other | Jun 25, 2020 | Jun 6, 2019 |
| Shawn Jennings Moran | Crawford Investment Counsel Inc independent RIA | Lido independent RIA | RIA to RIA | May 21, 2020 | May 27, 2020 |
| Kayla Jade Cross | LPL Financial LLC BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2020 | Jan 6, 2025 (1697 d) |
| Nicki Louise Green | Cascade Financial Management, Inc. independent RIA | Lido independent RIA | RIA to RIA | Mar 5, 2020 | May 31, 2024 (1548 d) |
| Joshua Aaron Perlmutter | Cresset Asset Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Feb 27, 2020 | Jan 19, 2021 (327 d) |
| Ann Marie Sandquist | Charles Schwab & Co., Inc. national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2020 | Feb 13, 2020 |
| Brian C Park | Wells Fargo Advisors wirehouse | Lido independent RIA | Wirehouse to independent RIA | Jan 23, 2020 | Jan 29, 2020 |
| Brennan William Fontana | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Dec 9, 2019 | Aug 29, 2023 (1359 d) |
| Michael Anthony Sanchez | Banyan Tree Asset Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Nov 8, 2019 | Nov 13, 2019 |
| John Charles Bute | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Oct 22, 2019 | Oct 22, 2019 |
| Robert Wayne Marton | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Oct 22, 2019 | Oct 22, 2019 |
| Melinda Kathleen Mchugh | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Oct 22, 2019 | Oct 31, 2019 |
| Jesse Dale | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Oct 22, 2019 | Oct 25, 2019 |
267 moves match.