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 Endeavor Private Wealth, 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 |
|---|---|---|---|---|---|
| Joanna Louise Bambo | Raymond James Financial Services Advisors, Inc BD affiliated | Endeavor Private Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 15, 2026 | Jul 22, 2026 |
| Travis Alan Tom | Wells Fargo Advisors wirehouse | Endeavor Private Wealth, Inc. independent RIA | Wirehouse to independent RIA | Apr 7, 2026 | May 13, 2026 (36 d) |
| Steven Scott Goodell | Wells Fargo Advisors wirehouse | Endeavor Private Wealth, Inc. independent RIA | Wirehouse to independent RIA | Sep 16, 2025 | Sep 9, 2025 |
| Ava En-Ni Allen | Wells Fargo Advisors wirehouse | Endeavor Private Wealth, Inc. independent RIA | Wirehouse to independent RIA | Sep 16, 2025 | Sep 10, 2025 |
| Kathleen Ann Heit | Sanctuary Advisors, LLC BD affiliated | Endeavor Private Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2025 | Apr 29, 2025 |
| Chris Mcgee | Wells Fargo Advisors wirehouse | Endeavor Private Wealth, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 26, 2021 | Jun 8, 2021 |
| Heidi Dawn Mark | Wells Fargo Advisors wirehouse | Endeavor Private Wealth, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 26, 2021 | Jun 7, 2021 |
| Brady Franklin | Wells Fargo Advisors wirehouse | Endeavor Private Wealth, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 26, 2021 | Jun 7, 2021 |
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8 moves match.