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

Departures from Endurance Wealth Management, Inc.

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.

AdvisorFromToTypeLeftRegistered
J Michael CostelloEndurance Wealth Management, Inc. independent RIACrestwood Advisors independent RIARIA to RIAOct 5, 2023Sep 19, 2023
Peter James CorsiEndurance Wealth Management, Inc. independent RIACrestwood Advisors independent RIARIA to RIASep 26, 2023Sep 19, 2023
Karin Elizabeth Isherwood CoulterEndurance Wealth Management, Inc. independent RIACrestwood Advisors independent RIARIA to RIASep 26, 2023Sep 15, 2023
Donald Jerome ClarkeEndurance Wealth Management, Inc. independent RIACrestwood Advisors independent RIARIA to RIASep 26, 2023Sep 14, 2023
Margaret Ruth CorcilloEndurance Wealth Management, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 16, 2023Jun 30, 2023
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5 moves match.