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 Idb Lido Wealth, LLC
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 |
|---|---|---|---|---|---|
| Drew Nmn Graves | J.P. Morgan Securities LLC wirehouse | Idb Lido Wealth, LLC bank affiliated | Other | Jun 24, 2025 | Jun 27, 2025 |
| Marc Ordona | Lido independent RIA | Idb Lido Wealth, LLC no RAUM | RIA to a newly registered adviser | Sep 12, 2023 | Jun 4, 2023 |
| Nadav Hillel Schwartz | Alliancebernstein L.P. other | Idb Lido Wealth, LLC bank affiliated | Other | Aug 13, 2021 | Dec 15, 2023 (854 d) |
| Jason Brett Blumberg | Lido Advisors other | Idb Lido Wealth, LLC no RAUM | Other | Jul 22, 2015 | Apr 25, 2023 (2834 d) |
| Ana Paola Bou- Goldsmith | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Idb Lido Wealth, LLC bank affiliated | Other | Dec 6, 2010 | Feb 21, 2024 (4825 d) |
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5 moves match.