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Advisor at CURI CAPITAL, LLC
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CURI CAPITAL, LLC | Independent wealth | Sep 25, 2025 | n/a | yes | CHICAGO, IL | Current employment |
| LEUCADIA ASSET MANAGEMENT LLC | Asset manager | Nov 19, 2010 | Mar 7, 2013 | no | CHICAGO, IL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 23, 2009 | Dec 1, 2010 | no | CHICAGO, IL | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Feb 23, 2006 | Oct 23, 2009 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEUCADIA ASSET MANAGEMENT LLC | CURI CAPITAL, LLC | Mar 7, 2013 | Sep 25, 2025 | 4,585 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LEUCADIA ASSET MANAGEMENT LLC | Dec 1, 2010 | Nov 19, 2010 | -12 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 23, 2009 | Oct 23, 2009 | 0 | Bulk transfer | Other |