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Elizabeth Grace Gillette

Curio Wealth, LLC

Edgewater, 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

Edgewater, MD • 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
Lifetime Wealth Planning And Management, Llc National Harbor MD 06/2013 02/2018
Mainstreet Financial Planning, Inc. Odenton MD 02/2018 05/2022
Annapolis Financial Services, Llc Annapolis MD 06/2022 12/2023
Curio Wealth, Llc Annapolis MD 01/2024 Present
  • 06/2013 → 02/2018
    Lifetime Wealth Planning And Management, Llc
    National Harbor, MD
  • 02/2018 → 05/2022
    Mainstreet Financial Planning, Inc.
    Odenton, MD
  • 06/2022 → 12/2023
    Annapolis Financial Services, Llc
    Annapolis, MD
  • 01/2024 → Present
    Curio Wealth, Llc
    Annapolis, MD
Previous Registrations
  • 2022-06-21 → 2023-12-31
    Bay Point Wealth
    Annapolis, MD
  • 2018-05-11 → 2022-06-03
    Mainstreet Financial Planning, Inc.
    Odenton, MD
    Los Gatos, CA
  • 2015-05-11 → 2018-02-16
    Lifetime Wealth Planning And Management, Llc
    National Harbor, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-11
  • S65 Uniform Investment Adviser Law Examination
    2015-05-11
Designations
Other Names
  • Elizabeth Grace Moult

View on SEC IAPD

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