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

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 2, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Jan 2, 2003

First registration

Jul 21, 2009

Dual registered

no

Other names

BREANN LISA CURTIS|BREANN LISA STORER-CURTIS|BREANN LISA STORER CURTIS

IAPD individual key

4600411

• Occurred

  Aug 5, 2025
  Advisor changed firm

  Breann Lisa Root left Hsbc Securities (Usa) Inc. for Wilmington Trust Investment Advisors, Inc. (registered 2026-05-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:49c1b1a3-9470-77ca-0661-e021692981e1

First observed

Jul 21, 2009

Last observed

Sep 14, 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.