DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner13 years in industry

ELIZABETH GRACE GILLETTE

Advisor at CURIO WEALTH, LLC

ANNAPOLIS, MD | EDGEWATER, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1856054d-b0c7-dc52-3f04-91b6c45f3f67

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 11, 2015 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: CURIO WEALTH, 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: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: May 11, 2015
First registration: May 11, 2015
Dual registered: no
Other names: ELIZABETH GRACE MOULT
IAPD individual key: 6454143

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
CURIO WEALTH, LLC	Independent wealth	Nov 11, 2024	n/a	yes	EDGEWATER, MD\|ANNAPOLIS, MD	Current employment
BAY POINT WEALTH	Former SEC adviser	Jun 21, 2022	Dec 31, 2023	no	ANNAPOLIS, MD	Previous registration
MAINSTREET FINANCIAL PLANNING, INC.	State registered	May 11, 2018	Jun 3, 2022	no	Odenton, MD\|LOS GATOS, CA	Previous registration
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC	Former SEC adviser	May 11, 2015	Feb 16, 2018	no	NATIONAL HARBOR, MD	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
BAY POINT WEALTH	CURIO WEALTH, LLC	Dec 31, 2023	Nov 11, 2024	316	Firm change	RIA to RIA
MAINSTREET FINANCIAL PLANNING, INC.	BAY POINT WEALTH	Jun 3, 2022	Jun 21, 2022	18	Firm change	Other
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC	MAINSTREET FINANCIAL PLANNING, INC.	Feb 16, 2018	May 11, 2018	84	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
123095:328178:MD:2023-12-31	Dec 31, 2023	Nov 11, 2024	ANNAPOLIS, MD	Firm change

Relationships

Registered with (4)

→ CURIO WEALTH, LLCRegistered adviserregistration: current employment
Nov 11, 2024 to presentfactForm ADV
→ BAY POINT WEALTHRegistered adviserregistration: previous registration
Jun 21, 2022 to Dec 31, 2023factForm ADV
→ MAINSTREET FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
May 11, 2018 to Jun 3, 2022factForm ADV
→ LIFETIME WEALTH PLANNING AND MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 11, 2015 to Feb 16, 2018factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Elizabeth Grace Gillette left Bay Point Wealth for Curio Wealth, Llc (registered 2024-11-11)
Form ADVobserved 6 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Elizabeth Grace Gillette left Mainstreet Financial Planning, Inc. for Bay Point Wealth (registered 2022-06-21)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1856054d-b0c7-dc52-3f04-91b6c45f3f67
First observed: May 11, 2015
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELIZABETH GRACE GILLETTE

Advisor at CURIO WEALTH, LLC

ANNAPOLIS, MD | EDGEWATER, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1856054d-b0c7-dc52-3f04-91b6c45f3f67

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CURIO WEALTH, LLC

Independent wealth

Nov 11, 2024

n/a

yes

EDGEWATER, MD|ANNAPOLIS, MD

Current employment

BAY POINT WEALTH

Former SEC adviser

Jun 21, 2022

Dec 31, 2023

ANNAPOLIS, MD

Previous registration

MAINSTREET FINANCIAL PLANNING, INC.

State registered

May 11, 2018

Jun 3, 2022

Odenton, MD|LOS GATOS, CA

Previous registration

LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

Former SEC adviser

May 11, 2015

Feb 16, 2018

NATIONAL HARBOR, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BAY POINT WEALTH

CURIO WEALTH, LLC

Dec 31, 2023

Nov 11, 2024

316

Firm change

RIA to RIA

MAINSTREET FINANCIAL PLANNING, INC.

BAY POINT WEALTH

Jun 3, 2022

Jun 21, 2022

Firm change

Other

LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

MAINSTREET FINANCIAL PLANNING, INC.

Feb 16, 2018

May 11, 2018

Firm change

Other

Team

Left

Joined

From

Kind

123095:328178:MD:2023-12-31

Dec 31, 2023

Nov 11, 2024

ANNAPOLIS, MD

Firm change