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

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 5, 2021

First registration

Nov 8, 2021

Dual registered

no

Other names

Henry Cappa Burke|HENRY BURKE|Henry C Burke

IAPD individual key

6990281

• Occurred

  Sep 25, 2024
  Advisor changed firm

  Henry Cappa Burke left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Curi Capital, Llc (registered 2025-02-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d954d4f-d3df-7791-4b11-4e556f04163b

First observed

Nov 8, 2021

Last observed

Sep 14, 2026 5 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.