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- Title
- Wealth Management Associatereportedcuricapital.comfirm site, Sep 15, 2026
- Years, as the firm states
- 10reportedcuricapital.com“He brings over 10 years of experience in the mortgage industry at JPMorgan Chase Bank, where he served as both a Home Lending Assistant and a Private Client Loan Processor.”
- Professional profile
- curicapital.com/people/steven-ungaroreportedcuricapital.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.
- C••• C••••••• L•• independent RIA currentsince Mar 25, 2026 · Oakbrook Terrace, Il
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address