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Karin Elizabeth Isherwood Coulter

Crestwood Advisors

Providence, RI

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Current Employers
Crestwood Advisors

One Liberty Square Suite 500, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2023-09-15
  • RI RA
    APPROVED
    Since 2023-09-15

Branch Locations

101 Dyer Street 4Th Floor, Providence, RI 02903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Endurance Wealth Management, Inc. Providence RI 06/2015 Present
  • 06/2015 → Present
    Endurance Wealth Management, Inc.
    Providence, RI
Previous Registrations
  • 2015-12-01 → 2023-09-26
    Endurance Wealth Management, Inc.
    Providence, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-29
  • S65 Uniform Investment Adviser Law Examination
    2015-11-29
Other Names
  • Kerin Flizabeth Isherwood

View on SEC IAPD

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