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

Lyn Ann Dippel

Curio Wealth, LLCindependent RIAAnnapolis, MdIA-onlyIAPD 4429564

Certified Financial Planner

Feed of 09/14/2026

Also filed as Lyn Ann Kurtz

At current firm

1 y

since Nov 11, 2024

In the industry

25 y

since Sep 18, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder, Senior Advisor & Chief Compliance Officerreportedcuriowealth.comfirm site, Sep 15, 2026
Designations: JD, CFPreportedcuriowealth.comas printed on the bio page, Sep 16, 2026
Founder: “Lyn Dippel, JD, CFP® - Founder, Senior Advisor & Chief Compliance Officer | Curio Wealth”reportedcuriowealth.comthe sentence on the bio page
Professional profile: curiowealth.com/team/lyn-dippelreportedcuriowealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Curio Wealth, LLC independent RIA current
since Nov 11, 2024 · Annapolis, Md
Bay Point Wealth former
Jul 13, 2020 to Dec 31, 2023 · Annapolis, Md
Fai Wealth Management former
Sep 9, 2004 to Aug 27, 2020 · Columbia, Md
Cambridge Investment Research, Inc. unclassified
Feb 12, 2003 to Jul 2, 2004 · Herndon, Va
Trusted Securities Advisors Corp. unclassified
Mar 19, 2002 to Mar 5, 2003 · Herdon, Va

Moves

a registration end followed by a registration begin elsewhere

Bay Point Wealth to Curio Wealth, LLC
left Dec 31, 2023, registered Nov 11, 2024 (316 days) · RIA to RIA · moved with a team
Fai Wealth Management to Bay Point Wealth
left Aug 27, 2020, registered Jul 13, 2020 (-45 days) · RIA to RIA
Cambridge Investment Research, Inc. to Fai Wealth Management
left Jul 2, 2004, registered Sep 9, 2004 (69 days) · Other
Trusted Securities Advisors Corp. to Cambridge Investment Research, Inc.
left Mar 5, 2003, registered Feb 12, 2003 (-21 days) · Other

Signals

Lyn Ann Dippel left Bay Point Wealth for Curio Wealth, Llc (registered 2024-11-11)
Dec 31, 2023 · 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: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address