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Jeremy Daniel Curtis

Strata Wealth Advisors, LLC

Dallas, TX

Katy, TX

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Current Employers
Strata Wealth Advisors, Llc

8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-06
  • TX RA
    APPROVED
    Since 2025-08-06

Branch Locations

8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States

Katy, TX • 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
New York Life Insurance Company Addison TX 01/2015 11/2020
Lightstone Wealth Planning Solutions, Llc Katy TX 10/2022 08/2024
Strata Wealth Advisors, Llc Katy TX 07/2025 Present
The Curtis Law Firm, Pllc Katy TX 05/2024 07/2025
Avidian Wealth Solutions Houston TX 12/2020 10/2022
Guardian Life Insurance Company Katy TX 02/2025 07/2025
  • 01/2015 → 11/2020
    New York Life Insurance Company
    Addison, TX
  • 10/2022 → 08/2024
    Lightstone Wealth Planning Solutions, Llc
    Katy, TX
  • 07/2025 → Present
    Strata Wealth Advisors, Llc
    Katy, TX
  • 05/2024 → 07/2025
    The Curtis Law Firm, Pllc
    Katy, TX
  • 12/2020 → 10/2022
    Avidian Wealth Solutions
    Houston, TX
  • 02/2025 → 07/2025
    Guardian Life Insurance Company
    Katy, TX
Previous Registrations
  • 2023-01-09 → 2024-08-07
    Lightstone Wealth Planning Solutions, Llc
    Katy, TX
  • 2020-12-07 → 2022-10-17
    Avidian Wealth Solutions
    Houston, TX
  • 2012-05-11 → 2014-03-03
    Integrated Wealth Counsel, Llc
    Reno, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-10
  • S65 Uniform Investment Adviser Law Examination
    2012-05-10
Designations
Other Names
  • Jeremy D Curtis

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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