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
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 |
|---|---|---|---|---|---|
| Anna Crabs | J.P. Morgan Securities LLC wirehouse | Lido independent RIA | Wirehouse to independent RIA | Aug 9, 2026 | Aug 20, 2026 |
| Chad Edward Slaughter | Mercer Global Advisors Inc. independent RIA | Lido independent RIA | RIA to RIA | Jul 20, 2026 | Jul 30, 2026 |
| Marcus Braun | UBS Financial Services Inc. wirehouse | Lido independent RIA | Wirehouse to independent RIA | Jul 13, 2026 | Jul 1, 2026 |
| Daniel-Elijah Valverde | Fisher Investments independent RIA | Lido independent RIA | RIA to RIA | Jun 22, 2026 | Jul 15, 2026 |
| Erica Jean Cortez | Mariner BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2026 | Jun 24, 2026 |
| Jacob Thomas Silverstein | All Terrain Financial Advisors independent RIA | Lido independent RIA | RIA to RIA | Jun 12, 2026 | Jun 23, 2026 |
| Channing Stice Smith | Jackson Hole Capital Partners, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 8, 2026 | Jun 5, 2026 |
| John Joseph Hastings | Jackson Hole Capital Partners, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 8, 2026 | Jun 5, 2026 |
| Jordan Taylor Hunt | Jackson Hole Capital Partners, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 8, 2026 | Jun 5, 2026 |
| Philip Robert Houchin | Jackson Hole Capital Partners, LLC independent RIA | Lido independent RIA | RIA to RIA | Jun 8, 2026 | Jun 5, 2026 |
| Brian Philip Alan Estep | Mercer Global Advisors Inc. independent RIA | Lido independent RIA | RIA to RIA | Apr 8, 2026 | Apr 8, 2026 |
| Vekevia Eltavice Tillman-Jones | Real Life Planning state registered | Lido independent RIA | Other | Apr 6, 2026 | May 21, 2026 (45 d) |
| Stuart Dubes Chaussee | Stuart ChausséE & Associates, Inc. independent RIA | Lido independent RIA | RIA to RIA | Apr 1, 2026 | Dec 15, 2025 |
| Henry Robert ChausséE | Stuart ChausséE & Associates, Inc. independent RIA | Lido independent RIA | RIA to RIA | Apr 1, 2026 | Dec 23, 2025 |
| Richard Stephen Henry | Wells Fargo Investment Institute, Inc. independent RIA | Lido independent RIA | RIA to RIA | Mar 24, 2026 | Apr 17, 2026 |
| Natalie Ann Stover | Focus Partners Wealth, LLC independent RIA | Lido independent RIA | RIA to RIA | Feb 27, 2026 | Feb 27, 2026 |
| Dylan Scott Williams | Edward Jones national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 18, 2026 | Feb 19, 2026 |
| Prabhjot Singh Sekhon | Freestone Capital Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Feb 17, 2026 | Mar 12, 2026 |
| Keri Robyn Kutakoff | Obsidian Cio LLC asset manager | Lido independent RIA | Other | Feb 12, 2026 | Dec 8, 2025 |
| Thomas G Petrocelli | Obsidian Cio LLC asset manager | Lido independent RIA | Other | Feb 12, 2026 | Dec 8, 2025 |
| Michael Muchnikoff | Mariner BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Mar 11, 2026 |
| Eric Christopher Furstner | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 9, 2025 |
| Marc Bruce Rock | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 9, 2025 |
| Michael Ernest Benevento | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 5, 2025 |
| Steven James Ralff | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 5, 2025 |
| Scott Harris Silver | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 9, 2025 |
| Duy H Le | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 5, 2025 |
| Yeugenia Napoli | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 8, 2025 |
| Jason J Lee | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 8, 2025 |
| Wesley Mitsuo Yamada | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 9, 2025 |
| Gaetano Anthony Sacco | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 8, 2025 |
| Bryce James Bednorz | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 9, 2025 |
| James William Diehl | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 9, 2025 |
| Stephen Zhou | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 8, 2025 |
| Luke Constantine Foukas | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 9, 2025 |
| Timothy Thomas Walsh | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 8, 2025 |
| Ryan Craig Erlanger | Fountainhead Advisors independent RIA | Lido independent RIA | RIA to RIA | Jan 8, 2026 | Dec 9, 2025 |
| Graham Mcintosh Foltz | Nuveen Asset Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Dec 15, 2025 | Jan 8, 2026 |
| Brian Griffiths | Strategic Advisers LLC national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 12, 2025 | Dec 17, 2025 |
| Jacob R Shoemaker | Whitaker-Myers Wealth Managers, Ltd. independent RIA | Lido independent RIA | RIA to RIA | Dec 11, 2025 | Jan 30, 2026 (50 d) |
| Jacob Thomas Jablonski | Creekmur Asset Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Oct 23, 2025 | Apr 21, 2026 (180 d) |
| Benjamin Joseph Finan | LPL Financial LLC BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2025 | Oct 16, 2025 |
| Matthew Stuart Altman | Glassy Mountain Advisors, Inc. independent RIA | Lido independent RIA | RIA to RIA | Oct 10, 2025 | Oct 16, 2025 |
| Brent Edward Coughenour | Citizens Securities, Inc. BD affiliated | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2025 | Oct 8, 2025 |
| Keith George Andreasen | Modera Wealth Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Oct 9, 2025 | Oct 17, 2025 |
| Conrad P Hindert | Strategic Advisers LLC national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Oct 2, 2025 |
| Alek Christensen | J.P. Morgan Securities LLC wirehouse | Lido independent RIA | Wirehouse to independent RIA | Sep 28, 2025 | Oct 2, 2025 |
| Matthew Thomas Bloom-Krull | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 12, 2025 |
| Valerie Anne Tanner | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 22, 2025 |
| Carol Lens | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 15, 2025 |
| Scott Aikele Bird | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 12, 2025 |
| Scott Stoddard Poelman | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 17, 2025 |
| Trevor Guenther | RBC Capital Markets, LLC national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2025 | Oct 3, 2025 |
| Landon Michael Thompson | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 18, 2025 |
| Audrey Celeste Dalsass | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 12, 2025 |
| Nathan Stagg | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 12, 2025 |
| Kyle Brockbank | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 15, 2025 |
| Michael Robert Reid | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 21, 2025 |
| Kevin Daniel Mcveigh | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 21, 2025 |
| Jotham Zachary Monsma | Exchange Capital Management Inc independent RIA | Lido independent RIA | RIA to RIA | Sep 15, 2025 | Jul 21, 2025 |
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266 moves match.