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Advisor at CURRY WEBB WEALTH MANAGEMENT LLC
INDIANAPOLIS, IN
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 |
|---|---|---|---|---|---|---|
| CURRY WEBB WEALTH MANAGEMENT LLC | Independent wealth | Sep 19, 2013 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| STANCORP INVESTMENT ADVISERS, INC. | Other adviser | Feb 26, 2010 | Apr 5, 2012 | no | n/a | Previous registration |
| PARK + ELM INVESTMENT ADVISERS | State registered | Feb 12, 2008 | Mar 24, 2014 | no | CARMEL, IN | Previous registration |
| WEBB FINANCIAL ADVISORS | n/a | Nov 21, 2006 | Feb 8, 2008 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK + ELM INVESTMENT ADVISERS | STANCORP INVESTMENT ADVISERS, INC. | Mar 24, 2014 | Feb 26, 2010 | -1,487 | Firm change after gap | Other |
| STANCORP INVESTMENT ADVISERS, INC. | CURRY WEBB WEALTH MANAGEMENT LLC | Apr 5, 2012 | Sep 19, 2013 | 532 | Firm change after gap | Other |
| WEBB FINANCIAL ADVISORS | PARK + ELM INVESTMENT ADVISERS | Feb 8, 2008 | Feb 12, 2008 | 4 | Firm change | Other |