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RIA / WealthAdvisorCertified Financial Planner18 years in industry

Janelle M McCreary

Advisor at CURI CAPITAL, LLC

CHICAGO, IL | Denver, CO

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Search this name across graphsid dfx:ria:508ece17-c232-cad2-697e-0b5d9d118a2e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2017 to Sep 15, 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: CURI CAPITAL, 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: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Jun 13, 2017
Dual registered: no
Other names: JANELLE MARIE MASS|JANELLE MARIE KOPOTIC|JANELLE MARIE MASS|JANELLE MARIE KOPOTIC|Janelle Marie McCreary
IAPD individual key: 4657309

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
CURI CAPITAL, LLC	Independent wealth	May 27, 2022	n/a	yes	Denver, CO\|CHICAGO, IL	Current employment
Mariner	Bd affiliated wealth	May 27, 2021	Jun 8, 2022	no	HIGHLANDS RANCH, CO	Previous registration
MONETA GROUP INVESTMENT ADVISORS, LLC	Independent wealth	Aug 4, 2020	Sep 17, 2020	no	ST. LOUIS, MO\|Denver, CO	Previous registration
DAVIS & SEILEY WEALTH MANAGEMENT, INC.	Former SEC adviser	Jun 13, 2017	May 27, 2021	no	LA MESA, CA	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
Mariner	CURI CAPITAL, LLC	Jun 8, 2022	May 27, 2022	-12	Firm change	Ibd to RIA
DAVIS & SEILEY WEALTH MANAGEMENT, INC.	MONETA GROUP INVESTMENT ADVISORS, LLC	May 27, 2021	Aug 4, 2020	-296	Firm change after gap	RIA to RIA
MONETA GROUP INVESTMENT ADVISORS, LLC	Mariner	Sep 17, 2020	May 27, 2021	252	Firm change	RIA to ibd

Relationships

Registered with (4)

→ CURI CAPITAL, LLCRegistered adviserregistration: current employment
May 27, 2022 to presentfactForm ADV
→ MARINERRegistered adviserregistration: previous registration
May 27, 2021 to Jun 8, 2022factForm ADV
→ DAVIS & SEILEY WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 13, 2017 to May 27, 2021factForm ADV
→ MONETA GROUP INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 4, 2020 to Sep 17, 2020factForm ADV

Dated events

Occurred
Jun 8, 2022
Advisor changed firm
Janelle Marie Mccreary left Mariner for Curi Capital, Llc (registered 2022-05-27)
Form ADVobserved 5 days ago