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RIA / WealthAdvisorCertified Financial Planner12 years in industry

CURTIS WILSON DIAZ

Advisor at GREAT BLUE FINANCIAL

TAMPA, FL

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Search this name across graphsid dfx:ria:9bea7d7b-3a1b-eecf-3ecd-7470fa6d01c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2015 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: GREAT BLUE FINANCIAL
Current firm class: state registeredderived
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: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 22, 2014
First registration: Feb 9, 2015
Dual registered: no
IAPD individual key: 6384063

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
GREAT BLUE FINANCIAL	State registered	Dec 17, 2025	n/a	yes	TAMPA, FL	Current employment
NORTHBRIDGE FINANCIAL GROUP, LLC	Independent wealth	Oct 2, 2020	Oct 14, 2021	no	TAMPA, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 1, 2019	Oct 8, 2021	no	TAMPA, FL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 27, 2018	Jun 25, 2019	no	Northglenn, CO	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 9, 2015	Feb 19, 2018	no	MERRIMACK, NH\|GREENWOOD VILLAGE, CO	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
NORTHBRIDGE FINANCIAL GROUP, LLC	GREAT BLUE FINANCIAL	Oct 14, 2021	Dec 17, 2025	1,525	Firm change after gap	RIA to state RIA
LPL FINANCIAL LLC	NORTHBRIDGE FINANCIAL GROUP, LLC	Oct 8, 2021	Oct 2, 2020	-371	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LPL FINANCIAL LLC	Jun 25, 2019	Oct 1, 2019	98	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 19, 2018	Jun 27, 2018	128	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ GREAT BLUE FINANCIALRegistered adviserregistration: current employment
Dec 17, 2025 to presentfactForm ADV
→ NORTHBRIDGE FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Oct 2, 2020 to Oct 14, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 1, 2019 to Oct 8, 2021factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 27, 2018 to Jun 25, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 9, 2015 to Feb 19, 2018factForm ADV

Dated events

No dated event names this entity yet.