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Richard Alan Ward

Curated Wealth Partners, LLC

El Segundo, CA

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Current Employers
Curated Wealth Partners, Llc

2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-05
  • CA RA
    APPROVED
    Since 2025-12-05

Branch Locations

2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • 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
Deutsche Bank Los Angeles CA 08/2015 09/2018
Curated Wealth Partners, Llc El Segundo CA 09/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-16
S63 Uniform Securities Agent State Law Examination 2007-11-20
  • S65 Uniform Investment Adviser Law Examination
    2015-11-16
  • S63 Uniform Securities Agent State Law Examination
    2007-11-20
Designations

View on SEC IAPD

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