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 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 |
|---|---|---|---|---|---|
| Robin Leola Patin | Edward Jones national BD | Enso Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2022 | Apr 27, 2022 |
| Terry M Levenberg | Charles Schwab & Co., Inc. national BD | Enso Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2021 | Mar 3, 2022 (169 d) |
| Stephen David Sear | Morgan Stanley wirehouse | Enso Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jan 28, 2020 | Feb 26, 2021 (395 d) |
| Casey August Clure | Edward Jones national BD | Enso Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2018 | Dec 21, 2018 |
| Mark Stephen Clure | Edward Jones national BD | Enso Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 7, 2018 | Dec 24, 2018 |
| David Robert Jones | Edward Jones national BD | Enso Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2018 | Oct 24, 2018 |
| Sean Daniel Harrell | Morgan Stanley wirehouse | Enso Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Sep 25, 2018 | Dec 6, 2018 (72 d) |
| Joseph K Stern | Edward Jones national BD | Enso Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2018 | Aug 13, 2018 |
| Andrew Erik Thompson | Edward Jones national BD | Enso Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2018 | May 15, 2018 |
| Taylor Mcclellan Greenleaf | Burleson & Company, LLC other | Enso Wealth Management, LLC other | Other | Aug 25, 2017 | Aug 11, 2017 |
| Joanna Christine Cryan Aiken | Decota Wealth Management, LLC other | Enso Wealth Management, LLC other | Other | May 30, 2017 | May 30, 2017 |
| William George Demar | Decota Wealth Management, LLC other | Enso Wealth Management, LLC other | Other | May 30, 2017 | May 30, 2017 |
| James Christopher Decota | Decota Wealth Management, LLC other | Enso Wealth Management, LLC other | Other | May 30, 2017 | May 15, 2017 |
| Noah Benjamin Jacobson | Decota Wealth Management, LLC other | Enso Wealth Management, LLC other | Other | May 30, 2017 | May 30, 2017 |
| Daren E Blonski | Decota Wealth Management, LLC other | Enso Wealth Management, LLC other | Other | May 30, 2017 | May 15, 2017 |
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15 moves match.