DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner25 years in industry

LYN ANN DIPPEL

Advisor at CURIO WEALTH, LLC

ANNAPOLIS, 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:60007fb6-166d-9a62-8196-c754acdb8997

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2002 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: Sep 18, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 18, 2001
First registration: Mar 19, 2002
Dual registered: no
Other names: LYN ANN KURTZ|LYN A. DIPPEL
IAPD individual key: 4429564

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	ANNAPOLIS, MD\|ANNAPOLIS, MD	Current employment
BAY POINT WEALTH	Former SEC adviser	Jul 13, 2020	Dec 31, 2023	no	ANNAPOLIS, MD	Previous registration
FAI WEALTH MANAGEMENT	Former SEC adviser	Sep 9, 2004	Aug 27, 2020	no	COLUMBIA, MD\|COLUMBIA, MD\|COLUMBIA, MD	Previous registration
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	Feb 12, 2003	Jul 2, 2004	no	HERNDON, VA	Previous registration
TRUSTED SECURITIES ADVISORS CORP.	n/a	Mar 19, 2002	Mar 5, 2003	no	HERDON, VA	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
FAI WEALTH MANAGEMENT	BAY POINT WEALTH	Aug 27, 2020	Jul 13, 2020	-45	Firm change after gap	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH, INC.	FAI WEALTH MANAGEMENT	Jul 2, 2004	Sep 9, 2004	69	Firm change	Other
TRUSTED SECURITIES ADVISORS CORP.	CAMBRIDGE INVESTMENT RESEARCH, INC.	Mar 5, 2003	Feb 12, 2003	-21	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 (5)

→ CURIO WEALTH, LLCRegistered adviserregistration: current employment
Nov 11, 2024 to presentfactForm ADV
→ BAY POINT WEALTHRegistered adviserregistration: previous registration
Jul 13, 2020 to Dec 31, 2023factForm ADV
→ FAI WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 9, 2004 to Aug 27, 2020factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
Feb 12, 2003 to Jul 2, 2004factForm ADV
→ TRUSTED SECURITIES ADVISORS CORP.Registered adviserregistration: previous registration
Mar 19, 2002 to Mar 5, 2003factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Lyn Ann Dippel left Bay Point Wealth for Curio Wealth, Llc (registered 2024-11-11)
Form ADVobserved 5 days ago