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Janelle Marie Mccreary

Curi Capital, LLC

Denver, CO

Chicago, IL

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Current Employers
Curi Capital, Llc

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-05-27
  • CO RA
    APPROVED
    Since 2022-05-27

Branch Locations

250 Fillmore Street Suite 600, Denver, CO 80206 • United States

One North Wacker Drive Suite 3500, Chicago, IL 60606 • 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
Davis & Seiley Wealth Management, Inc. La Mesa CA 01/2008 07/2020
Moneta Group Investment Advisors, Llc St. Louis MO 08/2020 11/2020
Unemployed Parker CO 11/2020 01/2021
Mariner Wealth Advisor Highlands Ranch CO 01/2021 05/2022
Rmb Capital Management Denver CO 05/2022 Present
  • 01/2008 → 07/2020
    Davis & Seiley Wealth Management, Inc.
    La Mesa, CA
  • 08/2020 → 11/2020
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 11/2020 → 01/2021
    Unemployed
    Parker, CO
  • 01/2021 → 05/2022
    Mariner Wealth Advisor
    Highlands Ranch, CO
  • 05/2022 → Present
    Rmb Capital Management
    Denver, CO
Previous Registrations
  • 2021-05-27 → 2022-06-08
    Mariner
    Highlands Ranch, CO
  • 2017-06-13 → 2021-05-27
    Davis & Seiley Wealth Management, Inc.
    La Mesa, CA
  • 2020-08-04 → 2020-09-17
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
    Denver, CO
Designations
Other Names
  • Janelle Marie Mass
  • Janelle Marie Kopotic
  • Janelle Marie Mass
  • Janelle Marie Kopotic

View on SEC IAPD

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MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
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