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Lyn Ann Dippel

Curio Wealth, LLC

Annapolis, MD

Annapolis, MD

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Current Employers
Curio Wealth, Llc

721 Melvin Ave, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-11-11
  • MD RA
    APPROVED
    Since 2024-11-11

Branch Locations

721 Melvin Ave, Annapolis, MD 21401 • United States

Annapolis, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Advantage, Inc. Columbia MD 08/2004 07/2020
Annapolis Financial Services, Llc Annapolis MD 07/2020 12/2023
Curio Wealth, Llc Annapolis MD 01/2024 Present
  • 08/2004 → 07/2020
    Financial Advantage, Inc.
    Columbia, MD
  • 07/2020 → 12/2023
    Annapolis Financial Services, Llc
    Annapolis, MD
  • 01/2024 → Present
    Curio Wealth, Llc
    Annapolis, MD
Previous Registrations
  • 2020-07-13 → 2023-12-31
    Bay Point Wealth
    Annapolis, MD
  • 2004-09-09 → 2020-08-27
    Fai Wealth Management
    Columbia, MD
    Columbia, MD
    Columbia, MD
  • 2003-02-12 → 2004-07-02
    Cambridge Investment Research, Inc.
    Herndon, VA
  • 2002-03-19 → 2003-03-05
    Trusted Securities Advisors Corp.
    Herdon, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-27
S63 Uniform Securities Agent State Law Examination 2001-09-18
  • S65 Uniform Investment Adviser Law Examination
    2002-02-27
  • S63 Uniform Securities Agent State Law Examination
    2001-09-18
Designations
Other Names
  • Lyn Ann Kurtz
  • Lyn A. Dippel

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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