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Advisor at CURI CAPITAL, LLC
Raleigh, NC | CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CURI CAPITAL, LLC | Independent wealth | Jan 22, 2024 | n/a | yes | CHICAGO, IL|Raleigh, NC | Current employment |
| CURI CAPITAL | Former SEC adviser | Sep 7, 2022 | Jan 26, 2024 | no | RALEIGH, NC|RALEIGH, NC | Previous registration |
| PARK RIDGE ASSET MANAGEMENT | Former SEC adviser | Aug 11, 2008 | Sep 7, 2022 | no | RALEIGH, NC | Previous registration |
| BB&T ASSET MANAGEMENT, INC. | n/a | Dec 31, 2001 | Jul 9, 2008 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CURI CAPITAL | CURI CAPITAL, LLC | Jan 26, 2024 | Jan 22, 2024 | -4 | Channel change | RIA to RIA |
| PARK RIDGE ASSET MANAGEMENT | CURI CAPITAL | Sep 7, 2022 | Sep 7, 2022 | 0 | Firm change | RIA to RIA |
| BB&T ASSET MANAGEMENT, INC. | PARK RIDGE ASSET MANAGEMENT | Jul 9, 2008 | Aug 11, 2008 | 33 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281133:134249:NC:2024-01-26 | Jan 26, 2024 | Jan 22, 2024 | RALEIGH, NC | Firm change |
| 147827:281133:NC:2022-09-07 | Sep 7, 2022 | Sep 7, 2022 | RALEIGH, NC | Firm change |