DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
C••••• C••••
Feed of 09/14/2026
Also filed as Cherie Neveas Curry
At current firm
1 y
since Sep 9, 2025
In the industry
10 y
since Jan 28, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Sep 9, 2025 · Minneapolis, Mn
- J••• M••••• S••••••••• L•• wirehouseOct 16, 2020 to Aug 22, 2025 · Cleveland, Oh
- P•• W••••• M••••••••• BD affiliatedJul 9, 2019 to Oct 5, 2020 · Cleveland, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 24, 2017 to Mar 4, 2019 · Farmington Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Aug 22, 2025, registered Sep 9, 2025 (18 days) · Wirehouse to affiliated broker-dealer or bank
- P•• W••••• M••••••••• to J••• M••••• S••••••••• L••left Oct 5, 2020, registered Oct 16, 2020 (11 days) · Affiliated broker-dealer or bank to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P•• W••••• M•••••••••left Mar 4, 2019, registered Jul 9, 2019 (127 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- C••••• C•••• no longer holds an investment adviser registration (last listed at A••••••••• F•••••••• S•••••••• L•• on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- C••••• C•••• left J••• M••••• S••••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2025-09-09)Aug 22, 2025 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address