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 Enso Wealth Management, 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 |
|---|---|---|---|---|---|
| Joseph K Stern | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Dec 2, 2024 (697 d) |
| Mark Stephen Clure | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 12, 2023 |
| Joanna Christine Cryan Aiken | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 12, 2026 (1103 d) |
| David Robert Jones | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 12, 2023 |
| Taylor Mcclellan Greenleaf | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Oct 23, 2024 (657 d) |
| Stephen David Sear | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 21, 2026 (1112 d) |
| William George Demar | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 9, 2023 |
| Andrew Erik Thompson | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 1, 2026 (1092 d) |
| James Christopher Decota | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Feb 4, 2026 (1126 d) |
| Noah Benjamin Jacobson | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 9, 2023 |
| Casey August Clure | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 10, 2023 |
| Sean Daniel Harrell | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 6, 2023 |
| Robin Leola Patin | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 9, 2023 |
| Gabriella Theresa Schmidt | Enso Wealth Management, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Jan 11, 2023 |
| Terry M Levenberg | Enso Wealth Management, LLC independent RIA | Double Diamond Investment Group, LLC other | Other | Oct 26, 2022 | Jun 12, 2023 (229 d) |
| Christopher David Sipes | Enso Wealth Management, LLC independent RIA | Fermata Advisors no RAUM | Other | Dec 31, 2020 | Sep 30, 2019 |
| Daren E Blonski | Enso Wealth Management, LLC independent RIA | Fermata Advisors no RAUM | RIA to a newly registered adviser | Jan 31, 2020 | Sep 30, 2019 |
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17 moves match.