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.
Advisor moves
Departures from Curi Capital, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Frances Opfer Cronlund | Curi Capital, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jun 16, 2026 | May 20, 2026 |
| Christa Madison | Curi Capital, LLC independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | May 7, 2026 | May 19, 2026 |
| Colin Michael Kelly | Curi Capital, LLC independent RIA | The London Company Of Virginia mixed wealth | RIA to RIA | Mar 26, 2026 | Apr 7, 2026 |
| Andrew R Zimmer | Curi Capital, LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Nov 18, 2025 | Jun 2, 2026 (196 d) |
| Jonathan Lee Autry | Curi Capital, LLC independent RIA | Eqv Advisory, LLC no RAUM | RIA to a newly registered adviser | Nov 11, 2025 | Dec 2, 2025 |
| Deanna Rene Lewis | Curi Capital, LLC independent RIA | Transamerica Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2025 | Apr 24, 2026 (219 d) |
| Joel Timothy Bennett | Curi Capital, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 23, 2025 | Jan 5, 2026 (257 d) |
| Cole Andrew Swearingen | Curi Capital, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Feb 5, 2025 | Feb 20, 2025 |
| Brian Phillips | Curi Capital, LLC independent RIA | Kuhn Capital Partners independent RIA | RIA to RIA | Jan 6, 2025 | Oct 7, 2025 (274 d) |
| Zachary Patzik | Curi Capital, LLC independent RIA | Burling Wealth Partners no RAUM | RIA to a newly registered adviser | Sep 17, 2024 | Sep 11, 2024 |
| Jameson Coslow | Curi Capital, LLC independent RIA | Cross Border Financial Planning USA LLC independent RIA | RIA to RIA | Aug 27, 2024 | Oct 8, 2024 (42 d) |
| Mark Nicholas Paccione | Curi Capital, LLC independent RIA | Eqv Advisory, LLC no RAUM | RIA to a newly registered adviser | May 22, 2024 | Nov 14, 2025 (541 d) |
| Andrew Park | Curi Capital, LLC independent RIA | Compound Planning, Inc. independent RIA | RIA to RIA | May 8, 2024 | May 3, 2024 |
| Joshua Ben Voisine | Curi Capital, LLC independent RIA | Cpc Advisors, LLC independent RIA | RIA to RIA | Apr 25, 2024 | Apr 20, 2025 (360 d) |
| Christopher James Tarkowski | Curi Capital, LLC independent RIA | Farther independent RIA | RIA to RIA | Apr 15, 2024 | Apr 8, 2024 |
| Benjamin Jacob Bremen | Curi Capital, LLC independent RIA | Strategic Wealth Partners independent RIA | RIA to RIA | Jan 10, 2023 | Jan 24, 2023 |
| Mark Lawrence Sagen | Curi Capital, LLC independent RIA | Connectus Wealth independent RIA | RIA to RIA | Jan 6, 2023 | Jan 19, 2023 |
| Granthem James Beck | Curi Capital, LLC independent RIA | Liberty Financial Group, Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Feb 24, 2023 (151 d) |
| Alison Dexter Renvyle | Curi Capital, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jun 21, 2022 | Aug 12, 2022 (52 d) |
| Anthony Henry Cortina | Curi Capital, LLC independent RIA | Lido independent RIA | RIA to RIA | May 31, 2022 | Jun 2, 2022 |
| Krassimira Marinkova | Curi Capital, LLC independent RIA | Mowery & Schoenfeld Wealth Management, LLC independent RIA | RIA to RIA | May 26, 2022 | Jun 10, 2022 |
| Kristen Michele Mccullough | Curi Capital, LLC independent RIA | Mowery & Schoenfeld Wealth Management, LLC independent RIA | RIA to RIA | Apr 21, 2022 | Apr 25, 2022 |
| Joshua C Young | Curi Capital, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 11, 2022 | Mar 4, 2022 (52 d) |
| Jaron Robert Wagner | Curi Capital, LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Nov 2, 2021 | Apr 4, 2023 (518 d) |
| Charles Craig Andrzejewski | Curi Capital, LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Sep 27, 2021 | Oct 21, 2021 |
| Laura A. Hearn | Curi Capital, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jun 11, 2021 | Oct 13, 2021 (124 d) |
| Gretchen T Mclaughlin | Curi Capital, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2020 | Jan 2, 2021 |
| Kara Irene Brosio | Curi Capital, LLC independent RIA | Morningstar Investment Services LLC independent RIA | RIA to RIA | Apr 15, 2020 | Oct 12, 2020 (180 d) |
| Egor Nickolaevich Rybakov | Curi Capital, LLC independent RIA | Blue Zone Global Investors unclassified | Other | Dec 16, 2019 | Jan 25, 2021 (406 d) |
| Ronald Marc Geffen | Curi Capital, LLC independent RIA | Elco Management Company, LLC independent RIA | RIA to RIA | Jun 14, 2019 | Nov 24, 2020 (529 d) |
| Kyle Matthew Stevenson | Curi Capital, LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Apr 2, 2019 | Aug 13, 2019 (133 d) |
| Patrick J Trucco | Curi Capital, LLC independent RIA | J.P. Morgan Private Wealth Advisors LLC mixed wealth | RIA to RIA | Jan 29, 2019 | Feb 5, 2019 |
| Laura W Neal | Curi Capital, LLC independent RIA | Iconiq Capital, LLC mixed wealth | RIA to RIA | Mar 29, 2018 | Aug 8, 2018 (132 d) |
| Frances Elizabeth Tuite | Curi Capital, LLC other | Fairpointe Capital LLC other | Other | Sep 29, 2017 | Oct 7, 2017 |
| William Elliot Driscoll | Curi Capital, LLC other | Qsv Equity Investors LLC mixed wealth | Other | Aug 1, 2017 | Oct 20, 2017 (80 d) |
| Benjamin James Armstrong | Curi Capital, LLC other | Conifer Bay Capital LLC state registered | Other | Mar 31, 2017 | Apr 13, 2017 |
| Michael Paul Emerson | Curi Capital, LLC other | Fiducient Advisors LLC independent RIA | Other | Jan 13, 2017 | May 11, 2018 (483 d) |
| Jayne Kristine Witte | Curi Capital, LLC other | Mariner BD affiliated | Other | Aug 22, 2016 | Feb 22, 2021 (1645 d) |
| Michael Jaffee Patterson | Curi Capital, LLC other | Robert W. Baird & Co. Incorporated other | Other | Sep 16, 2015 | Jul 7, 2015 |
| Melissa Mabley Martin | Curi Capital, LLC other | Northcoast Asset Management LLC no RAUM | Other | Aug 28, 2015 | Jan 4, 2016 (129 d) |
| Ilya Michael Zlotnik | Curi Capital, LLC other | Vivaldi Capital Management LP other | Other | May 14, 2015 | May 28, 2015 |
| William Elliot Driscoll | Curi Capital, LLC other | Prudence Island Asset Management unclassified | Other | May 13, 2015 | Sep 13, 2016 (489 d) |
| Richard Todd Will | Curi Capital, LLC other | J.P. Morgan Private Wealth Advisors LLC mixed wealth | Other | Jan 31, 2014 | Feb 12, 2019 (1838 d) |
| John Graham Enright | Curi Capital, LLC other | Edward Jones national BD | Other | Apr 18, 2013 | May 21, 2013 (33 d) |
| Richard Todd Will | Curi Capital, LLC other | Rmb West, LLC other | Other | Jan 30, 2012 | Aug 29, 2012 (212 d) |
| Leslie Lois Mallman | Curi Capital, LLC other | Skyline Financial Advisors, LLC unclassified | Other | Nov 30, 2009 | Apr 15, 2015 (1962 d) |
Page 1 of 1
46 moves match.