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Advisor at CURI CAPITAL, LLC
CHICAGO, IL | Washington D.C., DC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CURI CAPITAL, LLC | Independent wealth | May 24, 2024 | n/a | yes | Washington D.C., DC|CHICAGO, IL | Current employment |
| OMEGA WEALTH MANAGEMENT LLC | Independent wealth | Oct 17, 2022 | Jun 28, 2023 | no | ARLINGTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OMEGA WEALTH MANAGEMENT LLC | CURI CAPITAL, LLC | Jun 28, 2023 | May 24, 2024 | 331 | Firm change | RIA to RIA |