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RIA / WealthAdvisor34 years in industry

David Gregory Stitt

Advisor at CURRY WEBB WEALTH MANAGEMENT LLC

Indianapolis, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Feb 26, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CURRY WEBB WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 11, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 14
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 11, 1992
First registration: Feb 26, 2001
Dual registered: no
Other names: DAVID GREGORY STITT|DAVID G STITT|David Stitt
IAPD individual key: 2204447

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CURRY WEBB WEALTH MANAGEMENT LLC	Independent wealth	Feb 2, 2024	n/a	yes	Indianapolis, IN	Current employment
REJOYCE WEALTH MANAGEMENT	n/a	Jan 10, 2024	Dec 31, 2024	no	CARMEL, IN	Previous registration
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Dec 15, 2023	Jan 4, 2024	no	PHOENIX, AZ\|CARMEL, IN	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 18, 2023	Dec 12, 2023	no	Lafayette, IN	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Apr 13, 2022	Aug 23, 2023	no	LAFAYETTE, IN\|WEST LAFAYETTE, IN	Previous registration
CERITY PARTNERS OCIO LLC	Institutional manager	Jan 8, 2021	Apr 4, 2022	no	NEW YORK, NY\|Indianpolis, IN	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Aug 8, 2017	Jan 20, 2021	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 27, 2017	Jul 17, 2017	no	CARMEL, IN	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 11, 2015	Jul 8, 2015	no	Mercer Island, WA	Previous registration
JHS CAPITAL ADVISORS, LLC	Former SEC adviser	Apr 11, 2012	May 18, 2015	no	BELLEVUE, WA	Previous registration
PAULSON INVESTMENT COMPANY, LLC	Former SEC adviser	Aug 15, 2008	Apr 11, 2012	no	PORTLAND, OR\|BELLEVUE, WA	Previous registration
CONCORD EQUITY GROUP ADVISORS, LLC	Former SEC adviser	May 8, 2007	Jul 3, 2008	no	BELLEVUE, WA	Previous registration
THE CONCORD EQUITY GROUP, LLC	n/a	Apr 20, 2005	Apr 27, 2007	no	BELLEVUE, WA\|BELLEVUE, WA	Previous registration
FIRST MONTAUK SECURITIES CORP.	n/a	Mar 24, 2004	Apr 26, 2005	no	BELLEVUE, WA	Previous registration
PIPER SANDLER & CO.	Institutional manager	Feb 26, 2001	Jan 21, 2004	no	BELLEVUE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REJOYCE WEALTH MANAGEMENT	CURRY WEBB WEALTH MANAGEMENT LLC	Dec 31, 2024	Feb 2, 2024	-333	Firm change after gap	Other
FOUNDATIONS INVESTMENT ADVISORS LLC	REJOYCE WEALTH MANAGEMENT	Jan 4, 2024	Jan 10, 2024	6	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	FOUNDATIONS INVESTMENT ADVISORS LLC	Dec 12, 2023	Dec 15, 2023	3	Firm change	Ibd to RIA
FIFTH THIRD SECURITIES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 23, 2023	Aug 18, 2023	-5	Firm change	Ibd to ibd
CERITY PARTNERS OCIO LLC	FIFTH THIRD SECURITIES, INC.	Apr 4, 2022	Apr 13, 2022	9	Firm change	RIA to ibd
PARK AVENUE SECURITIES LLC	CERITY PARTNERS OCIO LLC	Jan 20, 2021	Jan 8, 2021	-12	Firm change	Ibd to RIA
EQUITABLE ADVISORS, LLC	PARK AVENUE SECURITIES LLC	Jul 17, 2017	Aug 8, 2017	22	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	EQUITABLE ADVISORS, LLC	Jul 8, 2015	Mar 27, 2017	628	Firm change after gap	Ibd to ibd
JHS CAPITAL ADVISORS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	May 18, 2015	Jun 11, 2015	24	Firm change	Other
PAULSON INVESTMENT COMPANY, LLC	JHS CAPITAL ADVISORS, LLC	Apr 11, 2012	Apr 11, 2012	0	Firm change	Other
CONCORD EQUITY GROUP ADVISORS, LLC	PAULSON INVESTMENT COMPANY, LLC	Jul 3, 2008	Aug 15, 2008	43	Firm change	Other
THE CONCORD EQUITY GROUP, LLC	CONCORD EQUITY GROUP ADVISORS, LLC	Apr 27, 2007	May 8, 2007	11	Firm change	Other
FIRST MONTAUK SECURITIES CORP.	THE CONCORD EQUITY GROUP, LLC	Apr 26, 2005	Apr 20, 2005	-6	Firm change	Other
PIPER SANDLER & CO.	FIRST MONTAUK SECURITIES CORP.	Jan 21, 2004	Mar 24, 2004	63	Firm change	Other

Relationships

Registered with (14)

→ CURRY WEBB WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Feb 2, 2024 to presentfactForm ADV
→ REJOYCE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 10, 2024 to Dec 31, 2024factForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Dec 15, 2023 to Jan 4, 2024factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 18, 2023 to Dec 12, 2023factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Apr 13, 2022 to Aug 23, 2023factForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Jan 8, 2021 to Apr 4, 2022factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Aug 8, 2017 to Jan 20, 2021factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 27, 2017 to Jul 17, 2017factForm ADV
→ JHS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 11, 2012 to May 18, 2015factForm ADV
→ PAULSON INVESTMENT COMPANY, LLCRegistered adviserregistration: previous registration
Aug 15, 2008 to Apr 11, 2012factForm ADV
→ CONCORD EQUITY GROUP ADVISORS, LLCRegistered adviserregistration: previous registration
May 8, 2007 to Jul 3, 2008factForm ADV
→ THE CONCORD EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Apr 20, 2005 to Apr 27, 2007factForm ADV
→ FIRST MONTAUK SECURITIES CORP.Registered adviserregistration: previous registration
Mar 24, 2004 to Apr 26, 2005factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Feb 26, 2001 to Jan 21, 2004factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
David Gregory Stitt left Rejoyce Wealth Management for Curry Webb Wealth Management Llc (registered 2024-02-02)
Form ADVobserved 5 days ago
Occurred
Jan 4, 2024
Advisor changed firm
David Gregory Stitt left Foundations Investment Advisors Llc for Rejoyce Wealth Management (registered 2024-01-10)
Form ADVobserved 5 days ago
Occurred
Dec 12, 2023
Advisor changed firm
David Gregory Stitt left Ameriprise Financial Services, Llc for Foundations Investment Advisors Llc (registered 2023-12-15)
Form ADVobserved 5 days ago
Occurred
Aug 23, 2023
Advisor changed firm
David Gregory Stitt left Fifth Third Securities, Inc. for Ameriprise Financial Services, Llc (registered 2023-08-18)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2022
Advisor changed firm
David Gregory Stitt left Cerity Partners Ocio Llc for Fifth Third Securities, Inc. (registered 2022-04-13)
Form ADVobserved 5 days ago