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RIA / WealthAdvisorCertified Financial Planner11 years in industry

CURTIS RANDALL BYRD

Advisor at ONYX WEALTH MANAGEMENT, LLC

DURHAM, NC

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Search this name across graphsid dfx:ria:48200b32-e336-904e-4def-e002539b5eb3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 10, 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: ONYX WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 9, 2015
First registration: Feb 10, 2015
Dual registered: no
Other names: CURTIS BYRD
IAPD individual key: 6421634

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
ONYX WEALTH MANAGEMENT, LLC	State registered	Sep 20, 2024	n/a	yes	DURHAM, NC	Current employment
HAMILTON POINT INVESTMENT ADVISORS, LLC	Independent wealth	May 12, 2023	Sep 20, 2024	no	CHAPEL HILL, NC	Previous registration
HILLTOP WEALTH ADVISORS, LLC	Independent wealth	Jan 10, 2019	Apr 5, 2023	no	CHAPEL HILL, NC	Previous registration
FULBRIGHT FINANCIAL CONSULTING, PA	State registered	Mar 30, 2017	Dec 21, 2018	no	DURHAM, NC	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 26, 2016	Feb 22, 2017	no	Raleigh, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 10, 2015	Jun 14, 2016	no	CHAPEL HILL, NC	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
HAMILTON POINT INVESTMENT ADVISORS, LLC	ONYX WEALTH MANAGEMENT, LLC	Sep 20, 2024	Sep 20, 2024	0	Firm change	RIA to state RIA
HILLTOP WEALTH ADVISORS, LLC	HAMILTON POINT INVESTMENT ADVISORS, LLC	Apr 5, 2023	May 12, 2023	37	Firm change	RIA to RIA
FULBRIGHT FINANCIAL CONSULTING, PA	HILLTOP WEALTH ADVISORS, LLC	Dec 21, 2018	Jan 10, 2019	20	Firm change	Other
MML INVESTORS SERVICES, LLC	FULBRIGHT FINANCIAL CONSULTING, PA	Feb 22, 2017	Mar 30, 2017	36	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MML INVESTORS SERVICES, LLC	Jun 14, 2016	Jul 26, 2016	42	Firm change	Other

Relationships

Registered with (6)

→ ONYX WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 20, 2024 to presentfactForm ADV
→ HAMILTON POINT INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 12, 2023 to Sep 20, 2024factForm ADV
→ HILLTOP WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 10, 2019 to Apr 5, 2023factForm ADV
→ FULBRIGHT FINANCIAL CONSULTING, PARegistered adviserregistration: previous registration
Mar 30, 2017 to Dec 21, 2018factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 26, 2016 to Feb 22, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 10, 2015 to Jun 14, 2016factForm ADV

Dated events

Occurred
Sep 20, 2024
Advisor changed firm
Curtis Randall Byrd left Hamilton Point Investment Advisors, Llc for Onyx Wealth Management, Llc (registered 2024-09-20)
Form ADVobserved 6 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Curtis Randall Byrd left Hilltop Wealth Advisors, Llc for Hamilton Point Investment Advisors, Llc (registered 2023-05-12)
Form ADVobserved 6 days ago