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

Jun 11, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

14derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

First registration

Jun 11, 2007

Dual registered

no

Other names

SETH M DAVIS

IAPD individual key

2804613

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Seth Michael Davis left Rmb West, Llc for Curi Capital, Llc (registered 2012-03-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b8fc51f4-bb20-21c7-fdd5-b22d2dfa5cee

First observed

Jun 11, 2007

Last observed

Sep 15, 2026 4 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.