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Member/manager · Endurance Financial Planning, LLC

Rosa H. Ybarra

CRD 6156422 · Named on Form ADV at one SEC-registered adviser

At a glance

Endurance Financial Planning, LLC, an SEC-registered wealth manager based in McAllen, TX with $102 million in regulatory assets, lists Rosa H. Ybarra on its Form ADV as Member/manager, a control person.

Firms and roles

AtlasMembers

Rosa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sergio GarciaManaging Member and CCO, Endurance Financial Planning, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rosa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.