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
James Dustin Curbow
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Dec 12, 2022
In the industry
30 y
since Aug 13, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Stifel, Nicolaus & Company, Incorporated national BD currentsince Dec 12, 2022 · Gainesville, Fl
- Morgan Stanley wirehouseJun 1, 2009 to Dec 16, 2022 · Winter Park, Fl
- Citigroup Global Markets Inc. BD affiliatedFeb 22, 2005 to Jun 1, 2009 · Ocala, Fl
- Koss-Olinger Consulting, LLC. independent RIAMar 3, 2004 to Jan 19, 2005 · Gainesville, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 8, 1999 to Mar 18, 2003 · Gainesville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Stifel, Nicolaus & Company, Incorporatedleft Dec 16, 2022, registered Dec 12, 2022 (-4 days) · Wirehouse to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Koss-Olinger Consulting, LLC. to Citigroup Global Markets Inc.left Jan 19, 2005, registered Feb 22, 2005 (34 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Koss-Olinger Consulting, LLC.left Mar 18, 2003, registered Mar 3, 2004 (351 days) · Other
Signals
- James Dustin Curbow left Morgan Stanley for Stifel, Nicolaus & Company, Incorporated (registered 2022-12-12)Dec 16, 2022 · Advisor changed firm · fact
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
- National broker-dealer RIAderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address