DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Curtis Martin Hill
Certified Financial Planner
Feed of 09/14/2026
At current firm
7 y
since Aug 1, 2019
In the industry
32 y
since May 12, 1994 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Portfolio Medics, LLC independent RIA currentsince Aug 1, 2019 · Los Angeles, Ca
- Securities America Advisors, Inc. formerApr 7, 2016 to Aug 1, 2019 · Beverly Hills, Ca
- Cetera Advisors LLC formerDec 13, 2013 to Apr 11, 2016 · Greenwood Village, Co
- D.A. Davidson & Co. independent RIANov 25, 2013 to Dec 17, 2013 · Encino, Ca
- Crowell Weedon & Co. formerNov 4, 2013 to Nov 25, 2013 · Encino, Ca
- Crowell, Weedon & Co. formerJan 9, 2009 to Nov 4, 2013 · Encino, Ca
- RBC Capital Markets, LLC national BDNov 28, 2003 to Jan 21, 2009 · Beverly Hills, Ca
- Morgan Stanley Dw Inc. unclassifiedJul 8, 1997 to Dec 2, 2003 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Portfolio Medics, LLCleft Aug 1, 2019, registered Aug 1, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Cetera Advisors LLC to Securities America Advisors, Inc.left Apr 11, 2016, registered Apr 7, 2016 (-4 days) · Other
- D.A. Davidson & Co. to Cetera Advisors LLCleft Dec 17, 2013, registered Dec 13, 2013 (-4 days) · Other
- Crowell Weedon & Co. to D.A. Davidson & Co.left Nov 25, 2013, registered Nov 25, 2013 (0 days) · corporate re-registration, not a move
- Crowell, Weedon & Co. to Crowell Weedon & Co.left Nov 4, 2013, registered Nov 4, 2013 (0 days) · corporate re-registration, not a move
- RBC Capital Markets, LLC to Crowell, Weedon & Co.left Jan 21, 2009, registered Jan 9, 2009 (-12 days) · Other
- Morgan Stanley Dw Inc. to RBC Capital Markets, LLCleft Dec 2, 2003, registered Nov 28, 2003 (-4 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address