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Jacob Watson Sadler

Curio Wealth, LLC

Asheville, NC

Annapolis, MD

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Current Employers
Curio Wealth, Llc

721 Melvin Ave, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-02
  • NC RA
    APPROVED
    Since 2024-01-02

Branch Locations

30 Town Square Blvd, Asheville, NC 28803 • United States

721 Melvin Ave, Annapolis, MD 21401 • 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
Woodstone Financial, Llc Asheville NC 07/2013 12/2021
Annapolis Financial Services,Llc Asheville NC 12/2021 12/2023
Curio Wealth, Llc Asheville NC 01/2024 Present
  • 07/2013 → 12/2021
    Woodstone Financial, Llc
    Asheville, NC
  • 12/2021 → 12/2023
    Annapolis Financial Services,Llc
    Asheville, NC
  • 01/2024 → Present
    Curio Wealth, Llc
    Asheville, NC
Previous Registrations
  • 2021-12-23 → 2023-12-31
    Bay Point Wealth
    Annapolis, MD
    Asheville, NC
  • 2012-06-26 → 2022-01-26
    Woodstone Financial, Llc
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-25
  • S65 Uniform Investment Adviser Law Examination
    2012-06-25
Designations

View on SEC IAPD

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