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.

Current firm

GKV CAPITAL MANAGEMENT CO INC

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

May 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Feb 16, 2019

First registration

Mar 7, 2019

Dual registered

no

Other names

Sarah Elizabeth Thiele

IAPD individual key

7081756

• Occurred

  Sep 30, 2024
  Advisor changed firm

  Sarah Elizabeth Ellis left Curated Wealth Partners, Llc for Gkv Capital Management Co Inc (registered 2025-09-08)

  Form ADVobserved 6 days ago
• Occurred

  Jun 20, 2023
  Advisor changed firm

  Sarah Elizabeth Ellis left Morton Wealth for Curated Wealth Partners, Llc (registered 2023-06-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:30f5b071-055e-68cc-be35-a04da073c1c8

First observed

Mar 7, 2019

Last observed

Sep 15, 2026 6 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.