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Advisor at CURA WEALTH ADVISORS, 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 |
|---|---|---|---|---|---|---|
| CURA WEALTH ADVISORS, LLC | Independent wealth | Apr 29, 2025 | n/a | yes | CHICAGO, IL | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Sep 29, 2021 | Jan 8, 2026 | no | CHICAGO, IL|Chicago, IL | Previous registration |
| IHT WEALTH MANAGEMENT LLC | Bd affiliated wealth | May 21, 2018 | Sep 24, 2021 | no | CHICAGO, IL | Previous registration |
| INSIGHT SECURITIES, INC. | Mixed wealth | May 10, 2018 | May 18, 2018 | no | Highland Park, IL|HIGHLAND PARK, IL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 11, 2007 | Jun 6, 2018 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | CURA WEALTH ADVISORS, LLC | Jan 8, 2026 | Apr 29, 2025 | -254 | Firm change after gap | Ibd to RIA |
| IHT WEALTH MANAGEMENT LLC | ARETE WEALTH ADVISORS, LLC | Sep 24, 2021 | Sep 29, 2021 | 5 | Firm change | RIA to ibd |
| UBS FINANCIAL SERVICES INC. | INSIGHT SECURITIES, INC. | Jun 6, 2018 | May 10, 2018 | -27 | Firm change | Other |
| INSIGHT SECURITIES, INC. | IHT WEALTH MANAGEMENT LLC | May 18, 2018 | May 21, 2018 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145488:332511:IL:2026-01-08 | Jan 8, 2026 | Apr 29, 2025 | CHICAGO, IL | Firm change after gap |
| 171481:145488:IL:2021-09-23 | Sep 24, 2021 | Sep 29, 2021 | CHICAGO, IL | Firm change |