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

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

Jun 25, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jun 25, 2012

First registration

Jun 26, 2012

Dual registered

no

IAPD individual key

6063941

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Jacob Watson Sadler left Bay Point Wealth for Curio Wealth, Llc (registered 2024-01-02)

  Form ADVobserved 5 days ago
• Occurred

  Jan 26, 2022
  Advisor changed firm

  Jacob Watson Sadler left Woodstone Financial, Llc for Bay Point Wealth (registered 2021-12-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a809b9e6-a49e-5873-cd75-4de2086d63d8

First observed

Jun 26, 2012

Last observed

Sep 15, 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.