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 |
|---|---|---|---|---|---|
| Robert Edward Whelan | Ferris Capital, LLC independent RIA | Lido independent RIA | RIA to RIA | Aug 13, 2019 | Sep 17, 2019 (35 d) |
| Erica Kaur Ghotra | Westmount Partners, LLC independent RIA | Lido independent RIA | RIA to RIA | Aug 8, 2019 | Aug 28, 2019 |
| David Nelson Lundquist | Ken Stern & Associates Inc independent RIA | Lido other | Other | Jan 30, 2019 | Feb 15, 2017 |
| Vincent Michael Bonavia | J.P. Morgan Securities LLC wirehouse | Lido independent RIA | Wirehouse to independent RIA | Dec 21, 2018 | Jul 1, 2022 (1288 d) |
| Michael Rourke Burke | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Oct 2, 2018 | Oct 8, 2018 |
| Sean Patrick O'Connor | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lido independent RIA | Wirehouse to independent RIA | Sep 20, 2018 | Sep 27, 2018 |
| Colleen Elizabeth Kelly | Stifel, Nicolaus & Company, Incorporated national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2018 | Sep 11, 2018 |
| Bryant Gene Merryman | Hightower Advisors, LLC BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2018 | Feb 21, 2019 (230 d) |
| Jonathan Archer Teran | Capstone Pacific Investment Strategies state registered | Lido independent RIA | Other | Jul 5, 2018 | Aug 27, 2020 (784 d) |
| Christopher Gene Peterson | Ken Stern & Associates Inc other | Lido other | Other | Feb 15, 2018 | Feb 4, 2016 |
| Robert Philip Renshaw | Obsidian Cio LLC no RAUM | Lido independent RIA | Other | Dec 31, 2017 | Dec 9, 2025 (2900 d) |
| Alexander Edward Kob | Mcadam LLC other | Lido other | Other | Jul 24, 2017 | Mar 6, 2018 (225 d) |
| Michael Joseph Karsa | Mcadam LLC other | Lido other | Other | Oct 5, 2015 | Jan 21, 2016 (108 d) |
| Paris Isabella Rodriguez | Strategic Advisers LLC national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2015 | Jan 2, 2025 (3438 d) |
| Gregory Paul Kushner | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Norman Scott Gunn | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Jeffrey Anton Christie | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Brendan William Van Cleve | Lido Advisors other | Lido independent RIA | Other | Jul 22, 2015 | Jan 1, 2025 (3451 d) |
| Jeffrey Joseph Westheimer | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Jason Jay Ozur | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Alisha Zianne Reilly | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Scott David Brokaw | Lido Advisors other | Lido independent RIA | Other | Jul 22, 2015 | Jul 14, 2022 (2549 d) |
| Evan Robert Levy | Lido Advisors other | Lido independent RIA | Other | Jul 22, 2015 | Jul 12, 2022 (2547 d) |
| Alexandra Marie Browne | Lido Advisors other | Lido no RAUM | Other | Jul 22, 2015 | Jul 1, 2015 |
| Joseph Alan Koehler | Anchor Bay Capital, Inc. other | Lido independent RIA | Other | Dec 17, 2013 | Oct 5, 2018 (1753 d) |
| Brian Farzin Haloossim | Sanford C. Bernstein & Co., LLC no RAUM | Lido independent RIA | Other | Sep 6, 2013 | May 7, 2026 (4626 d) |
| Blair Elizabeth Buick | Nicholas-Applegate Capital Management LLC unclassified | Lido independent RIA | Other | Jun 10, 2010 | Dec 15, 2020 (3841 d) |
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267 moves match.