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

May 2, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63

First exam

May 2, 1994

First registration

Mar 25, 2003

Dual registered

no

Other names

JENNIFER STEPHEN ROSS|Jennnifer Ross Shepard|JENNIFER ROSS WILLSON

IAPD individual key

2472859

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ce70fa1d-6fac-05ce-8403-85f236ac3fdc

First observed

Mar 25, 2003

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.