DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner25 years in industry

PATRICK MAHER DAILEY

Advisor at CAPITAL ENDURANCE GROUP, INC

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fbd3b8b9-966f-5608-995e-724aaf5c8779

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 14, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL ENDURANCE GROUP, INC
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: Mar 13, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 13, 2001
First registration: Sep 14, 2005
Dual registered: no
IAPD individual key: 4298837

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITAL ENDURANCE GROUP, INC	Independent wealth	Oct 17, 2016	n/a	yes	ALPHARETTA, GA	Current employment
TAILORED WEALTH MANAGEMENT	n/a	Jan 15, 2016	Oct 4, 2016	no	ATLANTA, GA	Previous registration
TAILORED WEALTH MANAGEMENT	n/a	Mar 17, 2015	Dec 31, 2015	no	ATLANTA, GA	Previous registration
REDWOOD WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 7, 2011	Oct 31, 2014	no	ALPHARETTA, GA	Previous registration
TRUEWEALTH MANAGEMENT	Former SEC adviser	Sep 14, 2005	Nov 28, 2011	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TAILORED WEALTH MANAGEMENT	CAPITAL ENDURANCE GROUP, INC	Oct 4, 2016	Oct 17, 2016	13	Firm change	Other
REDWOOD WEALTH MANAGEMENT, LLC	TAILORED WEALTH MANAGEMENT	Oct 31, 2014	Mar 17, 2015	137	Firm change	Other
TRUEWEALTH MANAGEMENT	REDWOOD WEALTH MANAGEMENT, LLC	Nov 28, 2011	Dec 7, 2011	9	Firm change	Other

Relationships

Registered with (4)

→ CAPITAL ENDURANCE GROUP, INCRegistered adviserregistration: current employment
Oct 17, 2016 to presentfactForm ADV
→ TAILORED WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 15, 2016 to Oct 4, 2016factForm ADV
→ REDWOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 7, 2011 to Oct 31, 2014factForm ADV
→ TRUEWEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 14, 2005 to Nov 28, 2011factForm ADV

Dated events

No dated event names this entity yet.