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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D••••• C••• D••••
- Designations
- CFPreportedendeavorwealthmgt.comas printed on the bio page, Sep 16, 2026
- Direct business phone
- 636-778-2500reportedendeavorwealthmgt.comfirm site, Sep 15, 2026
- Professional profile
- LINKEDIN.COM/IN/DAN-D••••-7501BA39reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- endeavorwealthmgt.com/team/dan-davisreportedendeavorwealthmgt.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A•• W••••• A••••••• G•••• independent RIA currentsince Jun 17, 2015 · St. Louis, Mo
- A•• W••••• A••••••• G•••• unclassifiedOct 21, 1999 to Dec 31, 2009 · St. Louis, Mo
- A•• W••••• A••••••• G•••• to A•• W••••• A••••••• G••••left Dec 31, 2009, registered Jun 17, 2015 (1994 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address