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 Curtis West

Platt Wealth Managementindependent RIASan Diego, CaIA-onlyIAPD 4920821

Certified Financial Planner

Feed of 09/14/2026

Also filed as Curtis J Neidert

At current firm

1 y

since Jan 1, 2025

In the industry

20 y

since Mar 13, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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: Lead Financial Advisorreportedplattwealthmanagement.comfirm site, Sep 16, 2026
Designations: CFPreportedplattwealthmanagement.comas printed on the bio page, Sep 16, 2026
Years, as the firm states: 20reportedplattwealthmanagement.com“Curtis joined Platt Wealth Management in 2021 with the Certified Financial Planner (CFP®) designation and over 20 years of experience in financial services.”
Professional profile: plattwealthmanagement.com/curtis-westreportedplattwealthmanagement.comfirm site, Sep 16, 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

Platt Wealth Management independent RIA current
since Jan 1, 2025 · San Diego, Ca
Reilly Financial Advisors former
Mar 26, 2014 to May 28, 2021 · La Mesa, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 16, 2012 to Mar 24, 2014 · San Diego, Ca
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Nov 21, 2011 · San Diego, Ca
Wells Fargo Investments, LLC unclassified
Mar 14, 2006 to Jan 3, 2011 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Reilly Financial Advisors to Platt Wealth Management
left May 28, 2021, registered Jan 1, 2025 (1314 days) · RIA to RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Reilly Financial Advisors
left Mar 24, 2014, registered Mar 26, 2014 (2 days) · Other
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 21, 2011, registered Feb 16, 2012 (87 days) · Wirehouse to wirehouse
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address