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

Apr 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Apr 1, 2015

First registration

Jan 27, 2020

Dual registered

no

IAPD individual key

5928314

• Occurred

  May 22, 2026
  Advisor changed firm

  Andrew James Truax left Jnba Financial Advisors, Llc for Curi Capital, Llc (registered 2026-08-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dca08c19-92bd-aafa-0fef-18fb4d9d9ac2

First observed

Jan 27, 2020

Last observed

Sep 14, 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.