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
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Donald Jerome Clarke | Arlen Capital, LLC other | Endurance Wealth Management, Inc. other | Other | Sep 21, 2009 | Oct 23, 2012 (1128 d) |
| Peter James Corsi | Baldwin Wealth Partners, LLC other | Endurance Wealth Management, Inc. other | Other | Jul 14, 2009 | Oct 23, 2012 (1197 d) |
| J Michael Costello | Baldwin Wealth Partners, LLC other | Endurance Wealth Management, Inc. other | Other | Jul 14, 2009 | Oct 23, 2012 (1197 d) |
| Margaret Ruth Corcillo | Corcapital unclassified | Endurance Wealth Management, Inc. other | Other | Dec 18, 2003 | May 21, 2015 (4172 d) |
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4 moves match.