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

Sheryl Curtis

Fbl Wealth Management, LLCBD affiliatedWest Des Moines, Iadual registrantIAPD 5824832

Feed of 09/14/2026

Also filed as Sheryl Lynn Jaffe

At current firm

0 y

since Jul 8, 2026

In the industry

15 y

since Oct 4, 2010 (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

Registration history

IAPD current and previous registrations

Fbl Wealth Management, LLC BD affiliated current
since Jul 8, 2026 · West Des Moines, Ia
Advice And Planning Services BD affiliated
Sep 12, 2023 to May 12, 2026 · Albuquerque, Nm
Pnc Wealth Management BD affiliated
Jan 4, 2022 to Aug 9, 2023 · Albuquerque, Nm
Cetera Investment Advisers LLC BD affiliated
Sep 23, 2019 to Oct 25, 2021 · Albuquerque, Nm
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 16, 2015 to Sep 20, 2019 · Independence, Mo
Suntrust Investment Services, Inc. former
Jul 31, 2014 to Aug 5, 2015 · Memphis, Tn
Essex National Securities, Inc. former
Jun 5, 2013 to Jun 6, 2014 · Lakewood, Nj
Santander Securities BD affiliated
Sep 19, 2012 to May 24, 2013 · Cherry Hill, Nj
LPL Financial LLC BD affiliated
Apr 20, 2012 to Sep 19, 2012 · Cherry Hill, Nj
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 6, 2010 to Apr 12, 2012 · Mount Laurel, Nj

Moves

a registration end followed by a registration begin elsewhere

Advice And Planning Services to Fbl Wealth Management, LLC
left May 12, 2026, registered Jul 8, 2026 (57 days) · Affiliated broker-dealer or bank to another
Pnc Wealth Management to Advice And Planning Services
left Aug 9, 2023, registered Sep 12, 2023 (34 days) · Affiliated broker-dealer or bank to another
Cetera Investment Advisers LLC to Pnc Wealth Management
left Oct 25, 2021, registered Jan 4, 2022 (71 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Cetera Investment Advisers LLC
left Sep 20, 2019, registered Sep 23, 2019 (3 days) · Wirehouse to affiliated broker-dealer or bank
Suntrust Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Aug 5, 2015, registered Dec 16, 2015 (133 days) · Other
Essex National Securities, Inc. to Suntrust Investment Services, Inc.
left Jun 6, 2014, registered Jul 31, 2014 (55 days) · Other
Santander Securities to Essex National Securities, Inc.
left May 24, 2013, registered Jun 5, 2013 (12 days) · Other
LPL Financial LLC to Santander Securities
left Sep 19, 2012, registered Sep 19, 2012 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLC
left Apr 12, 2012, registered Apr 20, 2012 (8 days) · Other

Signals

Sheryl Curtis left Advice And Planning Services for Fbl Wealth Management, Llc (registered 2026-07-08)
May 12, 2026 · Advisor changed firm · fact
Sheryl Curtis left Pnc Wealth Management for Advice And Planning Services (registered 2023-09-12)
Aug 9, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address