This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FORMIDABLE ASSET MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 10, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Oct 10, 2007

First registration

Oct 18, 2016

Dual registered

no

Other names

TERRI LYNN ENDICOTT|TERRI LYNN ENDICOTT|TERRI LYNN ELLIS|TERRI LYNN ENDICOTT|TERRI STEWART|TERRI LYNN STEWART|TERRI LYNN CONNELLY|TERRI LYNN ENDICOTT

IAPD individual key

2510137

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4d7fe631-bf40-6612-8b66-1ec01d0c755f

First observed

Oct 18, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.