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

KILTER GROUP

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

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

May 10, 2022

First registration

May 11, 2022

Dual registered

no

Other names

LUCY CURIEL|LUZ CURIEL

IAPD individual key

4228651

• Occurred

  Jul 24, 2024
  Advisor changed firm

  Luz Curiel left Invst, Llc for Kilter Group (registered 2024-07-25)

  Form ADVobserved 6 days ago
• Occurred

  Feb 16, 2023
  Advisor changed firm

  Luz Curiel left Challenger Wealth Management for Invst, Llc (registered 2023-04-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8eea86c5-58ea-3fd3-e0ed-34dd875b0a81

First observed

May 11, 2022

Last observed

Sep 14, 2026 7 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.